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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 | $26,011 | $92,766-72.0% | $82,763-68.6% | $134,545-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.79% | 946.97%-967.8pp | 702.45%-723.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,479 | $3,273-54.8% | $3,008-50.9% | $4,742-68.8% |
| Participant deferral / active EE | $9,001 | $4,802+87.4% | $4,395+104.8% | $6,401+40.6% |
| Admin fee / account holder | $1,005 | $5,978-83.2% | $5,325-81.1% | $11,431-91.2% |