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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 | $37,960 | $92,707-59.1% | $82,726-54.1% | $134,493-71.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.24% | 945.12%-955.4pp | 701.33%-711.6pp | 418.01%-428.3pp |
| Employer contribution / active EE | $2,702 | $3,274-17.5% | $3,009-10.2% | $4,740-43.0% |
| Participant deferral / active EE | $3,493 | $4,801-27.3% | $4,394-20.5% | $6,400-45.4% |
| Admin fee / account holder | $10,736 | $5,980+79.5% | $5,328+101.5% | $11,425-6.0% |