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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 | $29,282 | $92,766-68.4% | $82,763-64.6% | $134,545-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.99% | 946.97%-961.0pp | 702.45%-716.4pp | 418.37%-432.4pp |
| Employer contribution / active EE | $2,870 | $3,273-12.3% | $3,008-4.6% | $4,742-39.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,311 | $5,978-11.1% | $5,325-0.3% | $11,431-53.5% |