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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 | $59,091 | $92,743-36.3% | $82,744-28.6% | $134,532-56.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.87% | 946.63%-960.5pp | 702.22%-716.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $21,621 | $3,273+560.6% | $3,008+618.8% | $4,741+356.0% |
| Participant deferral / active EE | $12,525 | $4,802+160.8% | $4,395+185.0% | $6,401+95.7% |
| Admin fee / account holder | $1,144 | $5,977-80.9% | $5,325-78.5% | $11,429-90.0% |