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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 | $105,648 | $106,557-0.9% | $91,227+15.8% | $134,545-21.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.49% | 160.81%-178.3pp | 114.14%-131.6pp | 418.37%-435.9pp |
| Employer contribution / active EE | $6,222 | $3,332+86.7% | $2,851+118.2% | $4,742+31.2% |
| Participant deferral / active EE | $3,005 | $4,719-36.3% | $4,234-29.0% | $6,401-53.1% |
| Admin fee / account holder | $5,420 | $6,235-13.1% | $5,4230% | $11,431-52.6% |