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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 | $68,400 | $90,607-24.5% | $79,467-13.9% | $135,380-49.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.91% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,780 | $3,068+23.2% | $2,800+35.0% | $4,779-20.9% |
| Participant deferral / active EE | $18,500 | $4,050+356.7% | $3,704+399.5% | $5,609+229.8% |
| Admin fee / account holder | $690 | $5,895-88.3% | $5,104-86.5% | $10,828-93.6% |