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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 | $77,242 | $92,766-16.7% | $82,763-6.7% | $134,545-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.30% | 946.97%-954.3pp | 702.45%-709.8pp | 418.37%-425.7pp |
| Employer contribution / active EE | $9,046 | $3,273+176.4% | $3,008+200.7% | $4,742+90.8% |
| Participant deferral / active EE | $7,276 | $4,802+51.5% | $4,395+65.6% | $6,401+13.7% |
| Admin fee / account holder | $1,058 | $5,978-82.3% | $5,325-80.1% | $11,431-90.7% |