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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 | $59,955 | $92,766-35.4% | $82,763-27.6% | $134,545-55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.69% | 946.97%-964.7pp | 702.45%-720.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,228 | $3,273-1.4% | $3,008+7.3% | $4,742-31.9% |
| Participant deferral / active EE | $4,442 | $4,802-7.5% | $4,395+1.1% | $6,401-30.6% |
| Admin fee / account holder | $53,285 | $5,978+791.4% | $5,325+900.6% | $11,431+366.2% |