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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 | $88,697 | $92,766-4.4% | $82,763+7.2% | $134,545-34.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -12.07% | 946.97%-959.0pp | 702.45%-714.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $8,520 | $3,273+160.3% | $3,008+183.2% | $4,742+79.7% |
| Participant deferral / active EE | $10,091 | $4,802+110.1% | $4,395+129.6% | $6,401+57.6% |
| Admin fee / account holder | $39,660 | $5,978+563.5% | $5,325+644.8% | $11,431+247.0% |