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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 | $96,735 | $92,766+4.3% | $82,763+16.9% | $134,545-28.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.96% | 946.97%-965.9pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,932 | $3,273+81.2% | $3,008+97.2% | $4,742+25.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,869 | $5,978-52.0% | $5,325-46.1% | $11,431-74.9% |