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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 | $94,661 | $39,798+137.9% | $67,704+39.8% | $59,633+58.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.34% | 89.94%-92.3pp | 25.41%-27.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,342 | $1,393+283.5% | $2,559+108.7% | $2,203+142.5% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,008 | $3,212+55.9% | $4,255+17.7% | $4,297+16.6% |