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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 | $28,587 | $92,766-69.2% | $82,763-65.5% | $134,545-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.55% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,062 | $3,273-37.0% | $3,008-31.4% | $4,742-56.5% |
| Participant deferral / active EE | $1,215 | $4,802-74.7% | $4,395-72.3% | $6,401-81.0% |
| Admin fee / account holder | $711 | $5,978-88.1% | $5,325-86.7% | $11,431-93.8% |