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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 | $92,024 | $97,759-5.9% | $83,849+9.7% | $135,377-32.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.72% | 1287.41%-1295.1pp | 850.91%-858.6pp | 519.75%-527.5pp |
| Employer contribution / active EE | $27,723 | $4,222+556.7% | $3,631+663.5% | $4,779+480.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,217 | $6,674-81.8% | $5,478-77.8% | $10,828-88.8% |