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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 | $60,057 | $92,743-35.2% | $82,744-27.4% | $134,532-55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.29% | 946.63%-957.9pp | 702.22%-713.5pp | 418.27%-429.6pp |
| Employer contribution / active EE | $3,070 | $3,273-6.2% | $3,008+2.1% | $4,741-35.2% |
| Participant deferral / active EE | $2,972 | $4,802-38.1% | $4,395-32.4% | $6,401-53.6% |
| Admin fee / account holder | $10,096 | $5,977+68.9% | $5,325+89.6% | $11,429-11.7% |