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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 | $59,625 | $92,743-35.7% | $82,744-27.9% | $134,532-55.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.13% | 946.63%-958.8pp | 702.22%-714.3pp | 418.27%-430.4pp |
| Employer contribution / active EE | $7,092 | $3,273+116.7% | $3,008+135.8% | $4,741+49.6% |
| Participant deferral / active EE | $8,030 | $4,802+67.2% | $4,395+82.7% | $6,401+25.5% |
| Admin fee / account holder | $4,557 | $5,977-23.8% | $5,325-14.4% | $11,429-60.1% |