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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 | $25,943 | $92,766-72.0% | $82,763-68.7% | $134,545-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.81% | 946.97%-954.8pp | 702.45%-710.3pp | 418.37%-426.2pp |
| Employer contribution / active EE | $1,705 | $3,273-47.9% | $3,008-43.3% | $4,742-64.0% |
| Participant deferral / active EE | $1,709 | $4,802-64.4% | $4,395-61.1% | $6,401-73.3% |
| Admin fee / account holder | $1,634 | $5,978-72.7% | $5,325-69.3% | $11,431-85.7% |