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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,923 | $90,606+2.6% | $79,466+16.9% | $135,379-31.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 977.69%-985.2pp | 718.28%-725.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,028 | $3,068-66.5% | $2,800-63.3% | $4,779-78.5% |
| Participant deferral / active EE | $3,457 | $4,050-14.7% | $3,704-6.7% | $5,609-38.4% |
| Admin fee / account holder | $3,422 | $5,895-42.0% | $5,104-33.0% | $10,828-68.4% |