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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 | $87,339 | $92,766-5.8% | $82,763+5.5% | $134,545-35.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 946.97%-962.3pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $12,348 | $3,273+277.3% | $3,008+310.5% | $4,742+160.4% |
| Participant deferral / active EE | $5,679 | $4,802+18.3% | $4,395+29.2% | $6,401-11.3% |
| Admin fee / account holder | $7,818 | $5,978+30.8% | $5,325+46.8% | $11,431-31.6% |