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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 | $23,467 | $92,766-74.7% | $82,763-71.6% | $134,545-82.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.48% | 946.97%-965.5pp | 702.45%-720.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,173 | $3,273-33.6% | $3,008-27.8% | $4,742-54.2% |
| Participant deferral / active EE | $11,186 | $4,802+132.9% | $4,395+154.5% | $6,401+74.7% |
| Admin fee / account holder | $10,487 | $5,978+75.4% | $5,325+96.9% | $11,431-8.3% |