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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 | $26,914 | $92,766-71.0% | $82,763-67.5% | $134,545-80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.84% | 946.97%-952.8pp | 702.45%-708.3pp | 418.37%-424.2pp |
| Employer contribution / active EE | $4,279 | $3,273+30.7% | $3,008+42.2% | $4,742-9.8% |
| Participant deferral / active EE | $1,866 | $4,802-61.2% | $4,395-57.6% | $6,401-70.9% |
| Admin fee / account holder | $25,379 | $5,978+324.6% | $5,325+376.6% | $11,431+122.0% |