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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 | $67,067 | $92,684-27.6% | $82,706-18.9% | $134,509-50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.64% | 945.84%-957.5pp | 701.76%-713.4pp | 418.13%-429.8pp |
| Employer contribution / active EE | $12,401 | $3,272+279.0% | $3,007+312.3% | $4,741+161.6% |
| Participant deferral / active EE | $12,009 | $4,800+150.2% | $4,394+173.3% | $6,400+87.6% |
| Admin fee / account holder | $10,469 | $5,982+75.0% | $5,329+96.5% | $11,427-8.4% |