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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 | $28,758 | $39,798-27.7% | $67,704-57.5% | $59,633-51.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.12% | 89.94%-91.1pp | 25.41%-26.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,181 | $1,393+56.6% | $2,559-14.8% | $2,203-1.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,621 | $3,212+43.9% | $4,255+8.6% | $4,297+7.5% |