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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 | $87,603 | $92,684-5.5% | $82,706+5.9% | $134,509-34.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.07% | 945.84%-964.9pp | 701.76%-720.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $6,972 | $3,272+113.1% | $3,007+131.8% | $4,741+47.1% |
| Participant deferral / active EE | $8,026 | $4,800+67.2% | $4,394+82.7% | $6,400+25.4% |
| Admin fee / account holder | $3,522 | $5,982-41.1% | $5,329-33.9% | $11,427-69.2% |