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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 | $47,965 | $92,766-48.3% | $82,763-42.0% | $134,545-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.23% | 946.97%-963.2pp | 702.45%-718.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $12,210 | $3,273+273.1% | $3,008+305.9% | $4,742+157.5% |
| Participant deferral / active EE | $7,699 | $4,802+60.3% | $4,395+75.2% | $6,401+20.3% |
| Admin fee / account holder | $6,176 | $5,978+3.3% | $5,325+16.0% | $11,431-46.0% |