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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 | $90,900 | $95,975-5.3% | $74,549+21.9% | $135,379-32.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.61% | 56.96%-61.6pp | 32.53%-37.1pp | 519.79%-524.4pp |
| Employer contribution / active EE | $5,882 | $2,716+116.5% | $1,961+199.9% | $4,779+23.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,670 | $6,522+2.3% | $5,059+31.8% | $10,828-38.4% |