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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 | $26,630 | $92,766-71.3% | $82,763-67.8% | $134,545-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.13% | 946.97%-955.1pp | 702.45%-710.6pp | 418.37%-426.5pp |
| Employer contribution / active EE | $6,307 | $3,273+92.7% | $3,008+109.7% | $4,742+33.0% |
| Participant deferral / active EE | $2,867 | $4,802-40.3% | $4,395-34.8% | $6,401-55.2% |
| Admin fee / account holder | $68,201 | $5,978+1040.9% | $5,325+1180.7% | $11,431+496.6% |