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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 | $92,707+4.3% | $82,726+16.9% | $134,493-28.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.96% | 945.12%-964.1pp | 701.33%-720.3pp | 418.01%-437.0pp |
| Employer contribution / active EE | $5,932 | $3,274+81.2% | $3,009+97.2% | $4,740+25.2% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,869 | $5,980-52.0% | $5,328-46.1% | $11,425-74.9% |