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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 | $93,905 | $92,766+1.2% | $82,763+13.5% | $134,545-30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.08% | 946.97%-960.1pp | 702.45%-715.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $2,505 | $3,273-23.5% | $3,008-16.7% | $4,742-47.2% |
| Participant deferral / active EE | $2,011 | $4,802-58.1% | $4,395-54.2% | $6,401-68.6% |
| Admin fee / account holder | $1,037 | $5,978-82.7% | $5,325-80.5% | $11,431-90.9% |