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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 | $56,787 | $92,766-38.8% | $82,763-31.4% | $134,545-57.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.80% | 946.97%-965.8pp | 702.45%-721.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,701 | $3,273-48.0% | $3,008-43.4% | $4,742-64.1% |
| Participant deferral / active EE | $4,505 | $4,802-6.2% | $4,395+2.5% | $6,401-29.6% |
| Admin fee / account holder | $10,807 | $5,978+80.8% | $5,325+103.0% | $11,431-5.5% |