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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 | $54,756 | $92,743-41.0% | $82,744-33.8% | $134,532-59.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.89% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $4,968 | $3,273+51.8% | $3,008+65.2% | $4,741+4.8% |
| Participant deferral / active EE | $25,503 | $4,802+431.1% | $4,395+480.3% | $6,401+298.4% |
| Admin fee / account holder | $42,189 | $5,977+605.8% | $5,325+692.3% | $11,429+269.2% |