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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 | $24,681 | $92,743-73.4% | $82,744-70.2% | $134,532-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.11% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,511 | $3,273-23.3% | $3,008-16.5% | $4,741-47.0% |
| Participant deferral / active EE | $3,080 | $4,802-35.9% | $4,395-29.9% | $6,401-51.9% |
| Admin fee / account holder | $23,407 | $5,977+291.6% | $5,325+339.6% | $11,429+104.8% |