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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 | $63,749 | $92,743-31.3% | $82,744-23.0% | $134,532-52.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.05% | 946.63%-958.7pp | 702.22%-714.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $3,731 | $3,273+14.0% | $3,008+24.0% | $4,741-21.3% |
| Participant deferral / active EE | $4,217 | $4,802-12.2% | $4,395-4.0% | $6,401-34.1% |
| Admin fee / account holder | $1,368 | $5,977-77.1% | $5,325-74.3% | $11,429-88.0% |