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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 | $83,548 | $90,607-7.8% | $79,467+5.1% | $135,380-38.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 977.74%-982.9pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $12,664 | $3,068+312.8% | $2,800+352.2% | $4,779+165.0% |
| Participant deferral / active EE | $10,509 | $4,050+159.4% | $3,704+183.7% | $5,609+87.4% |
| Admin fee / account holder | $1,107 | $5,895-81.2% | $5,104-78.3% | $10,828-89.8% |