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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 | $50,235 | $90,617-44.6% | $79,476-36.8% | $135,382-62.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 977.57%-986.3pp | 718.21%-727.0pp | 519.77%-528.5pp |
| Employer contribution / active EE | $2,479 | $3,068-19.2% | $2,800-11.5% | $4,779-48.1% |
| Participant deferral / active EE | $7,871 | $4,050+94.3% | $3,704+112.5% | $5,609+40.3% |
| Admin fee / account holder | $7,443 | $5,907+26.0% | $5,113+45.6% | $10,829-31.3% |