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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 | $89,596 | $92,743-3.4% | $82,744+8.3% | $134,532-33.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.62% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $4,526 | $3,273+38.3% | $3,008+50.5% | $4,741-4.5% |
| Participant deferral / active EE | $11,799 | $4,802+145.7% | $4,395+168.5% | $6,401+84.3% |
| Admin fee / account holder | $806 | $5,977-86.5% | $5,325-84.9% | $11,429-92.9% |