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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 | $21,732 | $104,106-79.1% | $71,086-69.4% | $135,382-83.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -12.04% | 1256.30%-1268.3pp | 650.59%-662.6pp | 519.77%-531.8pp |
| Employer contribution / active EE | $7,067 | $1,485+375.9% | $1,088+549.7% | $4,779+47.9% |
| Participant deferral / active EE | $3,270 | $2,527+29.4% | $1,874+74.5% | $5,609-41.7% |
| Admin fee / account holder | $1,441 | $4,142-65.2% | $3,082-53.2% | $10,829-86.7% |