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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 | $52,696 | $92,684-43.1% | $82,706-36.3% | $134,509-60.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.55% | 945.84%-961.4pp | 701.76%-717.3pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,944 | $3,272-10.0% | $3,007-2.1% | $4,741-37.9% |
| Participant deferral / active EE | $13,608 | $4,800+183.5% | $4,394+209.7% | $6,400+112.6% |
| Admin fee / account holder | $308 | $5,982-94.9% | $5,329-94.2% | $11,427-97.3% |