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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 | $46,767 | $90,617-48.4% | $79,476-41.2% | $135,382-65.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.47% | 977.57%-987.0pp | 718.21%-727.7pp | 519.77%-529.2pp |
| Employer contribution / active EE | $5,626 | $3,068+83.4% | $2,800+100.9% | $4,779+17.7% |
| Participant deferral / active EE | $9,986 | $4,050+146.5% | $3,704+169.6% | $5,609+78.0% |
| Admin fee / account holder | $4,345 | $5,907-26.4% | $5,113-15.0% | $10,829-59.9% |