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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 | $65,445 | $92,684-29.4% | $82,706-20.9% | $134,509-51.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.68% | 945.84%-962.5pp | 701.76%-718.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $4,407 | $3,272+34.7% | $3,007+46.5% | $4,741-7.0% |
| Participant deferral / active EE | $16,273 | $4,800+239.0% | $4,394+270.4% | $6,400+154.3% |
| Admin fee / account holder | $8,927 | $5,982+49.2% | $5,329+67.5% | $11,427-21.9% |