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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 | $90,238 | $106,557-15.3% | $91,227-1.1% | $134,545-32.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.86% | 160.81%-181.7pp | 114.14%-135.0pp | 418.37%-439.2pp |
| Employer contribution / active EE | $24,235 | $3,332+627.3% | $2,851+750.0% | $4,742+411.1% |
| Participant deferral / active EE | $11,125 | $4,719+135.8% | $4,234+162.8% | $6,401+73.8% |
| Admin fee / account holder | $1,154 | $6,235-81.5% | $5,423-78.7% | $11,431-89.9% |