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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 | $11,239 | $92,766-87.9% | $82,763-86.4% | $134,545-91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.42% | 946.97%-964.4pp | 702.45%-719.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $4,062 | $3,273+24.1% | $3,008+35.0% | $4,742-14.3% |
| Participant deferral / active EE | $4,106 | $4,802-14.5% | $4,395-6.6% | $6,401-35.9% |
| Admin fee / account holder | $4,182 | $5,978-30.0% | $5,325-21.5% | $11,431-63.4% |