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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 | $71,771 | $92,684-22.6% | $82,706-13.2% | $134,509-46.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.90% | 945.84%-960.7pp | 701.76%-716.7pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,275 | $3,272+91.8% | $3,007+108.6% | $4,741+32.4% |
| Participant deferral / active EE | $14,349 | $4,800+198.9% | $4,394+226.6% | $6,400+124.2% |
| Admin fee / account holder | $7,229 | $5,982+20.9% | $5,329+35.7% | $11,427-36.7% |