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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 | $133,351 | $90,607+47.2% | $79,467+67.8% | $135,380-1.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -3.78% | 977.74%-981.5pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $12,222 | $3,068+298.4% | $2,800+336.5% | $4,779+155.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,126 | $5,895-80.9% | $5,104-77.9% | $10,828-89.6% |