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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 | $78,174 | $90,606-13.7% | $79,466-1.6% | $135,379-42.3% |
| Participation rate | 87.0% | 76.0%+10.9pp | 73.3%+13.6pp | 82.6%+4.3pp |
| Annual return | -6.67% | 977.69%-984.4pp | 718.28%-724.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,348 | $3,068+41.7% | $2,800+55.3% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,971 | $5,895+35.2% | $5,104+56.2% | $10,828-26.4% |