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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 | $20,885 | $92,766-77.5% | $82,763-74.8% | $134,545-84.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.76% | 946.97%-955.7pp | 702.45%-711.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $5,251 | $3,273+60.4% | $3,008+74.6% | $4,742+10.7% |
| Participant deferral / active EE | $1,359 | $4,802-71.7% | $4,395-69.1% | $6,401-78.8% |
| Admin fee / account holder | $2,868 | $5,978-52.0% | $5,325-46.1% | $11,431-74.9% |