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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 | $27,234 | $92,766-70.6% | $82,763-67.1% | $134,545-79.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.11% | 946.97%-960.1pp | 702.45%-715.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $6,473 | $3,273+97.8% | $3,008+115.2% | $4,742+36.5% |
| Participant deferral / active EE | $8,218 | $4,802+71.1% | $4,395+87.0% | $6,401+28.4% |
| Admin fee / account holder | $240,216 | $5,978+3918.6% | $5,325+4411.0% | $11,431+2001.5% |