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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 | $99,281 | $92,766+7.0% | $82,763+20.0% | $134,545-26.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.33% | 946.97%-966.3pp | 702.45%-721.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $3,018 | $3,273-7.8% | $3,008+0.3% | $4,742-36.4% |
| Participant deferral / active EE | $3,764 | $4,802-21.6% | $4,395-14.4% | $6,401-41.2% |
| Admin fee / account holder | $3,132 | $5,978-47.6% | $5,325-41.2% | $11,431-72.6% |