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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 | $92,766-27.7% | $82,763-19.0% | $134,545-50.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.64% | 946.97%-958.6pp | 702.45%-714.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $12,401 | $3,273+278.9% | $3,008+312.2% | $4,742+161.5% |
| Participant deferral / active EE | $12,009 | $4,802+150.1% | $4,395+173.2% | $6,401+87.6% |
| Admin fee / account holder | $10,469 | $5,978+75.1% | $5,325+96.6% | $11,431-8.4% |