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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 | $31,948 | $92,766-65.6% | $82,763-61.4% | $134,545-76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 946.97%-962.9pp | 702.45%-718.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,607 | $3,273-20.3% | $3,008-13.3% | $4,742-45.0% |
| Participant deferral / active EE | $3,069 | $4,802-36.1% | $4,395-30.2% | $6,401-52.1% |
| Admin fee / account holder | $22,822 | $5,978+281.8% | $5,325+328.6% | $11,431+99.7% |