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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 | $57,794 | $92,743-37.7% | $82,744-30.2% | $134,532-57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 946.63%-962.4pp | 702.22%-718.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,666 | $3,273+12.0% | $3,008+21.9% | $4,741-22.7% |
| Participant deferral / active EE | $5,379 | $4,802+12.0% | $4,395+22.4% | $6,401-16.0% |
| Admin fee / account holder | $12,963 | $5,977+116.9% | $5,325+143.4% | $11,429+13.4% |