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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 | $14,446 | $92,766-84.4% | $82,763-82.5% | $134,545-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.87% | 946.97%-952.8pp | 702.45%-708.3pp | 418.37%-424.2pp |
| Employer contribution / active EE | $1,252 | $3,273-61.7% | $3,008-58.4% | $4,742-73.6% |
| Participant deferral / active EE | $3,269 | $4,802-31.9% | $4,395-25.6% | $6,401-48.9% |
| Admin fee / account holder | $13,697 | $5,978+129.1% | $5,325+157.2% | $11,431+19.8% |