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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 | $92,410 | $90,607+2.0% | $79,467+16.3% | $135,380-31.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,064 | $3,068-65.3% | $2,800-62.0% | $4,779-77.7% |
| Participant deferral / active EE | $1,957 | $4,050-51.7% | $3,704-47.2% | $5,609-65.1% |
| Admin fee / account holder | $4,122 | $5,895-30.1% | $5,104-19.3% | $10,828-61.9% |