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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 | $101,957 | $92,684+10.0% | $82,706+23.3% | $134,509-24.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.83% | 945.84%-952.7pp | 701.76%-708.6pp | 418.13%-425.0pp |
| Employer contribution / active EE | $5,898 | $3,272+80.3% | $3,007+96.1% | $4,741+24.4% |
| Participant deferral / active EE | $1,286 | $4,800-73.2% | $4,394-70.7% | $6,400-79.9% |
| Admin fee / account holder | $1,497 | $5,982-75.0% | $5,329-71.9% | $11,427-86.9% |