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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 | $55,715 | $92,707-39.9% | $82,726-32.7% | $134,493-58.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -14.94% | 945.12%-960.1pp | 701.33%-716.3pp | 418.01%-433.0pp |
| Employer contribution / active EE | $8,392 | $3,274+156.4% | $3,009+178.9% | $4,740+77.1% |
| Participant deferral / active EE | $7,663 | $4,801+59.6% | $4,394+74.4% | $6,400+19.7% |
| Admin fee / account holder | $797 | $5,980-86.7% | $5,328-85.0% | $11,425-93.0% |