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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 | $51,964 | $92,766-44.0% | $82,763-37.2% | $134,545-61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.78% | 946.97%-958.8pp | 702.45%-714.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $3,647 | $3,273+11.4% | $3,008+21.2% | $4,742-23.1% |
| Participant deferral / active EE | $3,647 | $4,802-24.1% | $4,395-17.0% | $6,401-43.0% |
| Admin fee / account holder | $1,660 | $5,978-72.2% | $5,325-68.8% | $11,431-85.5% |