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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 | $61,367 | $90,607-32.3% | $79,467-22.8% | $135,380-54.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.46% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,262 | $3,068-26.3% | $2,800-19.2% | $4,779-52.7% |
| Participant deferral / active EE | $4,868 | $4,050+20.2% | $3,704+31.4% | $5,609-13.2% |
| Admin fee / account holder | $16,275 | $5,895+176.1% | $5,104+218.9% | $10,828+50.3% |