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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 | $79,260 | $92,684-14.5% | $82,706-4.2% | $134,509-41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.51% | 945.84%-959.3pp | 701.76%-715.3pp | 418.13%-431.6pp |
| Employer contribution / active EE | $2,000 | $3,272-38.9% | $3,007-33.5% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,071 | $5,982-82.1% | $5,329-79.9% | $11,427-90.6% |