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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 | $65,139 | $92,766-29.8% | $82,763-21.3% | $134,545-51.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.47% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,401 | $3,273+3.9% | $3,008+13.1% | $4,742-28.3% |
| Participant deferral / active EE | $6,712 | $4,802+39.8% | $4,395+52.7% | $6,401+4.9% |
| Admin fee / account holder | $2,984 | $5,978-50.1% | $5,325-44.0% | $11,431-73.9% |