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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 | $84,663 | $92,684-8.7% | $82,706+2.4% | $134,509-37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.87% | 945.84%-955.7pp | 701.76%-711.6pp | 418.13%-428.0pp |
| Employer contribution / active EE | $1,937 | $3,272-40.8% | $3,007-35.6% | $4,741-59.1% |
| Participant deferral / active EE | $4,377 | $4,800-8.8% | $4,394-0.4% | $6,400-31.6% |
| Admin fee / account holder | $1,164 | $5,982-80.5% | $5,329-78.2% | $11,427-89.8% |