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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 | $13,702 | $92,766-85.2% | $82,763-83.4% | $134,545-89.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 946.97%-964.6pp | 702.45%-720.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,186 | $3,273-33.2% | $3,008-27.3% | $4,742-53.9% |
| Participant deferral / active EE | $3,932 | $4,802-18.1% | $4,395-10.5% | $6,401-38.6% |
| Admin fee / account holder | $8,509 | $5,978+42.4% | $5,325+59.8% | $11,431-25.6% |