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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 | $12,475 | $92,684-86.5% | $82,706-84.9% | $134,509-90.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.46% | 945.84%-955.3pp | 701.76%-711.2pp | 418.13%-427.6pp |
| Employer contribution / active EE | $1,645 | $3,272-49.7% | $3,007-45.3% | $4,741-65.3% |
| Participant deferral / active EE | $17,596 | $4,800+266.6% | $4,394+300.5% | $6,400+174.9% |
| Admin fee / account holder | $21,784 | $5,982+264.2% | $5,329+308.8% | $11,427+90.6% |