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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 | $113,755 | $135,639-16.1% | $110,241+3.2% | $135,382-16.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.27% | 513.21%-519.5pp | 314.75%-321.0pp | 519.77%-526.0pp |
| Employer contribution / active EE | $8,333 | $4,907+69.8% | $3,827+117.8% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,708 | $11,457-50.2% | $8,548-33.2% | $10,829-47.3% |