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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 | $50,328 | $92,766-45.7% | $82,763-39.2% | $134,545-62.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.79% | 946.97%-965.8pp | 702.45%-721.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,972 | $3,273-9.2% | $3,008-1.2% | $4,742-37.3% |
| Participant deferral / active EE | $3,714 | $4,802-22.7% | $4,395-15.5% | $6,401-42.0% |
| Admin fee / account holder | $2,257 | $5,978-62.2% | $5,325-57.6% | $11,431-80.3% |