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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 | $103,218 | $90,607+13.9% | $79,467+29.9% | $135,380-23.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.56% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,165 | $3,068-62.0% | $2,800-58.4% | $4,779-75.6% |
| Participant deferral / active EE | $1,328 | $4,050-67.2% | $3,704-64.2% | $5,609-76.3% |
| Admin fee / account holder | $29,027 | $5,895+392.4% | $5,104+468.7% | $10,828+168.1% |