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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 | $22,461 | $90,617-75.2% | $79,476-71.7% | $135,382-83.4% |
| Participation rate | 78.3% | 76.1%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | -3.17% | 977.57%-980.7pp | 718.21%-721.4pp | 519.77%-522.9pp |
| Employer contribution / active EE | $7,884 | $3,068+157.0% | $2,800+181.6% | $4,779+65.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,431 | $5,907+178.1% | $5,113+221.3% | $10,829+51.7% |