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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 | $23,069 | $90,606-74.5% | $79,466-71.0% | $135,379-83.0% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -6.86% | 977.69%-984.6pp | 718.28%-725.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,252 | $3,068+38.6% | $2,800+51.9% | $4,779-11.0% |
| Participant deferral / active EE | $7,392 | $4,050+82.5% | $3,704+99.6% | $5,609+31.8% |
| Admin fee / account holder | $5,693 | $5,895-3.4% | $5,104+11.5% | $10,828-47.4% |