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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 | $52,803 | $92,766-43.1% | $82,763-36.2% | $134,545-60.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.56% | 946.97%-956.5pp | 702.45%-712.0pp | 418.37%-427.9pp |
| Employer contribution / active EE | $7,425 | $3,273+126.8% | $3,008+146.8% | $4,742+56.6% |
| Participant deferral / active EE | $5,389 | $4,802+12.2% | $4,395+22.6% | $6,401-15.8% |
| Admin fee / account holder | $424 | $5,978-92.9% | $5,325-92.0% | $11,431-96.3% |