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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 | $41,644 | $106,557-60.9% | $91,227-54.4% | $134,545-69.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.59% | 160.81%-178.4pp | 114.14%-131.7pp | 418.37%-436.0pp |
| Employer contribution / active EE | $5,378 | $3,332+61.4% | $2,851+88.6% | $4,742+13.4% |
| Participant deferral / active EE | $8,609 | $4,719+82.4% | $4,234+103.3% | $6,401+34.5% |
| Admin fee / account holder | $39,525 | $6,235+533.9% | $5,423+628.9% | $11,431+245.8% |