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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 | $104,936 | $101,283+3.6% | $75,826+38.4% | $135,380-22.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.04% | 3384.62%-3392.7pp | 1914.15%-1922.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $4,226 | $2,382+77.4% | $1,913+120.8% | $4,779-11.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,048 | $6,539-84.0% | $4,726-77.8% | $10,828-90.3% |