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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 | $35,642 | $90,617-60.7% | $79,476-55.2% | $135,382-73.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.53% | 977.57%-987.1pp | 718.21%-727.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $3,979 | $3,068+29.7% | $2,800+42.1% | $4,779-16.7% |
| Participant deferral / active EE | $11,691 | $4,050+188.6% | $3,704+215.6% | $5,609+108.4% |
| Admin fee / account holder | $3,266 | $5,907-44.7% | $5,113-36.1% | $10,829-69.8% |