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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 | $76,848 | $92,766-17.2% | $82,763-7.1% | $134,545-42.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.53% | 946.97%-961.5pp | 702.45%-717.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $6,322 | $3,273+93.2% | $3,008+110.2% | $4,742+33.3% |
| Participant deferral / active EE | $4,904 | $4,802+2.1% | $4,395+11.6% | $6,401-23.4% |
| Admin fee / account holder | $1,301 | $5,978-78.2% | $5,325-75.6% | $11,431-88.6% |