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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 | $43,211 | $92,743-53.4% | $82,744-47.8% | $134,532-67.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.75% | 946.63%-967.4pp | 702.22%-723.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $7,215 | $3,273+120.5% | $3,008+139.9% | $4,741+52.2% |
| Participant deferral / active EE | $5,677 | $4,802+18.2% | $4,395+29.2% | $6,401-11.3% |
| Admin fee / account holder | $2,206 | $5,977-63.1% | $5,325-58.6% | $11,429-80.7% |