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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 | $29,662 | $92,766-68.0% | $82,763-64.2% | $134,545-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 946.97%-966.8pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $11,003 | $3,273+236.2% | $3,008+265.8% | $4,742+132.1% |
| Participant deferral / active EE | $10,766 | $4,802+124.2% | $4,395+145.0% | $6,401+68.2% |
| Admin fee / account holder | $2,480 | $5,978-58.5% | $5,325-53.4% | $11,431-78.3% |