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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 | $58,446 | $92,684-36.9% | $82,706-29.3% | $134,509-56.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.76% | 945.84%-965.6pp | 701.76%-721.5pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,203 | $3,272+28.5% | $3,007+39.8% | $4,741-11.3% |
| Participant deferral / active EE | $4,203 | $4,800-12.4% | $4,394-4.3% | $6,400-34.3% |
| Admin fee / account holder | $179,431 | $5,982+2899.6% | $5,329+3267.4% | $11,427+1470.3% |