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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 | $42,588 | $92,684-54.1% | $82,706-48.5% | $134,509-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.72% | 945.84%-965.6pp | 701.76%-721.5pp | 418.13%-437.9pp |
| Employer contribution / active EE | $6,596 | $3,272+101.6% | $3,007+119.3% | $4,741+39.1% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,040 | $5,982-65.9% | $5,329-61.7% | $11,427-82.1% |