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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 | $30,591 | $106,557-71.3% | $91,227-66.5% | $134,545-77.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.87% | 160.81%-178.7pp | 114.14%-132.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $4,504 | $3,332+35.2% | $2,851+58.0% | $4,742-5.0% |
| Participant deferral / active EE | $5,508 | $4,719+16.7% | $4,234+30.1% | $6,401-13.9% |
| Admin fee / account holder | $469 | $6,235-92.5% | $5,423-91.3% | $11,431-95.9% |