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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 | $41,882 | $92,743-54.8% | $82,744-49.4% | $134,532-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.86% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $5,246 | $3,273+60.3% | $3,008+74.4% | $4,741+10.7% |
| Participant deferral / active EE | $6,558 | $4,802+36.6% | $4,395+49.2% | $6,401+2.5% |
| Admin fee / account holder | $609 | $5,977-89.8% | $5,325-88.6% | $11,429-94.7% |