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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 | $121,012 | $92,766+30.4% | $82,763+46.2% | $134,545-10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.61% | 946.97%-958.6pp | 702.45%-714.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $3,667 | $3,273+12.0% | $3,008+21.9% | $4,742-22.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,000 | $5,978-16.4% | $5,325-6.1% | $11,431-56.3% |