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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 | $51,286 | $90,617-43.4% | $79,476-35.5% | $135,382-62.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.52% | 977.57%-980.1pp | 718.21%-720.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $2,845 | $3,068-7.2% | $2,800+1.6% | $4,779-40.5% |
| Participant deferral / active EE | $6,305 | $4,050+55.7% | $3,704+70.2% | $5,609+12.4% |
| Admin fee / account holder | $33,048 | $5,907+459.4% | $5,113+546.3% | $10,829+205.2% |