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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 | $61,678 | $92,684-33.5% | $82,706-25.4% | $134,509-54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.71% | 945.84%-959.5pp | 701.76%-715.5pp | 418.13%-431.8pp |
| Employer contribution / active EE | $3,245 | $3,272-0.8% | $3,007+7.9% | $4,741-31.5% |
| Participant deferral / active EE | $3,848 | $4,800-19.8% | $4,394-12.4% | $6,400-39.9% |
| Admin fee / account holder | $47,739 | $5,982+698.1% | $5,329+795.9% | $11,427+317.8% |