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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 | $72,460 | $92,766-21.9% | $82,763-12.4% | $134,545-46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $5,281 | $3,273+61.3% | $3,008+75.5% | $4,742+11.4% |
| Participant deferral / active EE | $8,406 | $4,802+75.0% | $4,395+91.2% | $6,401+31.3% |
| Admin fee / account holder | $4,849 | $5,978-18.9% | $5,325-8.9% | $11,431-57.6% |