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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 | $93,170 | $92,743+0.5% | $82,744+12.6% | $134,532-30.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.09% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $19,428 | $3,273+493.6% | $3,008+545.9% | $4,741+309.8% |
| Participant deferral / active EE | $12,901 | $4,802+168.7% | $4,395+193.6% | $6,401+101.6% |
| Admin fee / account holder | $46,192 | $5,977+672.8% | $5,325+767.5% | $11,429+304.2% |