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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 | $89,329 | $92,766-3.7% | $82,763+7.9% | $134,545-33.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.31% | 946.97%-966.3pp | 702.45%-721.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $14,199 | $3,273+333.8% | $3,008+372.0% | $4,742+199.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,307 | $5,978-44.7% | $5,325-37.9% | $11,431-71.1% |