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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 | $69,975 | $92,743-24.5% | $82,744-15.4% | $134,532-48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.11% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $18,130 | $3,273+454.0% | $3,008+502.7% | $4,741+282.4% |
| Participant deferral / active EE | $13,004 | $4,802+170.8% | $4,395+195.9% | $6,401+103.2% |
| Admin fee / account holder | $10,253 | $5,977+71.5% | $5,325+92.5% | $11,429-10.3% |