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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 | $62,241 | $92,743-32.9% | $82,744-24.8% | $134,532-53.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,970 | $3,273+21.3% | $3,008+32.0% | $4,741-16.3% |
| Participant deferral / active EE | $8,899 | $4,802+85.3% | $4,395+102.5% | $6,401+39.0% |
| Admin fee / account holder | $25,422 | $5,977+325.3% | $5,325+377.4% | $11,429+122.4% |