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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 | $95,678 | $90,607+5.6% | $79,467+20.4% | $135,380-29.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 977.74%-985.2pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $5,005 | $3,068+63.2% | $2,800+78.7% | $4,779+4.7% |
| Participant deferral / active EE | $7,990 | $4,050+97.3% | $3,704+115.7% | $5,609+42.4% |
| Admin fee / account holder | $3,674 | $5,895-37.7% | $5,104-28.0% | $10,828-66.1% |