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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 | $50,204 | $88,603-43.3% | $69,890-28.2% | $134,545-62.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.31% | 442.93%-459.2pp | 190.84%-207.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,394 | $3,236-26.0% | $2,560-6.5% | $4,742-49.5% |
| Participant deferral / active EE | $6,032 | $4,771+26.4% | $3,848+56.7% | $6,401-5.8% |
| Admin fee / account holder | $1,625 | $10,443-84.4% | $6,267-74.1% | $11,431-85.8% |