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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 | $64,486 | $92,766-30.5% | $82,763-22.1% | $134,545-52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.20% | 946.97%-963.2pp | 702.45%-718.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,464 | $3,273+158.6% | $3,008+181.4% | $4,742+78.5% |
| Participant deferral / active EE | $11,265 | $4,802+134.6% | $4,395+156.3% | $6,401+76.0% |
| Admin fee / account holder | $1,693 | $5,978-71.7% | $5,325-68.2% | $11,431-85.2% |