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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 | $9,925 | $92,743-89.3% | $82,744-88.0% | $134,532-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $12,514 | $3,273+282.4% | $3,008+316.0% | $4,741+163.9% |
| Participant deferral / active EE | $7,741 | $4,802+61.2% | $4,395+76.1% | $6,401+20.9% |
| Admin fee / account holder | $81,658 | $5,977+1266.1% | $5,325+1433.5% | $11,429+614.5% |