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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 | $15,886 | $92,766-82.9% | $82,763-80.8% | $134,545-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.68% | 946.97%-967.7pp | 702.45%-723.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $3,758 | $3,273+14.8% | $3,008+24.9% | $4,742-20.7% |
| Participant deferral / active EE | $4,136 | $4,802-13.9% | $4,395-5.9% | $6,401-35.4% |
| Admin fee / account holder | $316 | $5,978-94.7% | $5,325-94.1% | $11,431-97.2% |