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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 | $39,031 | $106,557-63.4% | $91,227-57.2% | $134,545-71.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.20% | 160.81%-179.0pp | 114.14%-132.3pp | 418.37%-436.6pp |
| Employer contribution / active EE | $16,556 | $3,332+396.9% | $2,851+480.7% | $4,742+249.2% |
| Participant deferral / active EE | $7,750 | $4,719+64.2% | $4,234+83.0% | $6,401+21.1% |
| Admin fee / account holder | $393 | $6,235-93.7% | $5,423-92.8% | $11,431-96.6% |