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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 | $113,149 | $90,606+24.9% | $79,466+42.4% | $135,379-16.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.02% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,453 | $3,068-20.0% | $2,800-12.4% | $4,779-48.7% |
| Participant deferral / active EE | $4,348 | $4,050+7.4% | $3,704+17.4% | $5,609-22.5% |
| Admin fee / account holder | $1,648 | $5,895-72.0% | $5,104-67.7% | $10,828-84.8% |