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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 | $20,333 | $92,766-78.1% | $82,763-75.4% | $134,545-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.17% | 946.97%-960.1pp | 702.45%-715.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $4,351 | $3,273+32.9% | $3,008+44.6% | $4,742-8.2% |
| Participant deferral / active EE | $7,909 | $4,802+64.7% | $4,395+79.9% | $6,401+23.5% |
| Admin fee / account holder | $2,284 | $5,978-61.8% | $5,325-57.1% | $11,431-80.0% |