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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 | $92,795 | $90,606+2.4% | $79,466+16.8% | $135,379-31.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.91% | 977.69%-985.6pp | 718.28%-726.2pp | 519.79%-527.7pp |
| Employer contribution / active EE | $3,327 | $3,068+8.4% | $2,800+18.8% | $4,779-30.4% |
| Participant deferral / active EE | $7,477 | $4,050+84.6% | $3,704+101.9% | $5,609+33.3% |
| Admin fee / account holder | $2,534 | $5,895-57.0% | $5,104-50.3% | $10,828-76.6% |