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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 | $61,490 | $92,684-33.7% | $82,706-25.7% | $134,509-54.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.51% | 945.84%-953.4pp | 701.76%-709.3pp | 418.13%-425.6pp |
| Employer contribution / active EE | $2,918 | $3,272-10.8% | $3,007-3.0% | $4,741-38.4% |
| Participant deferral / active EE | $1,942 | $4,800-59.5% | $4,394-55.8% | $6,400-69.7% |
| Admin fee / account holder | $4,858 | $5,982-18.8% | $5,329-8.8% | $11,427-57.5% |