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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 | $20,768 | $90,617-77.1% | $79,476-73.9% | $135,382-84.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.89% | 977.57%-982.5pp | 718.21%-723.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $4,297 | $3,068+40.1% | $2,800+53.5% | $4,779-10.1% |
| Participant deferral / active EE | $7,094 | $4,050+75.1% | $3,704+91.5% | $5,609+26.5% |
| Admin fee / account holder | $20,728 | $5,907+250.9% | $5,113+305.4% | $10,829+91.4% |