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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 | $73,080 | $92,743-21.2% | $82,744-11.7% | $134,532-45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.85% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $5,653 | $3,273+72.7% | $3,008+87.9% | $4,741+19.2% |
| Participant deferral / active EE | $7,824 | $4,802+62.9% | $4,395+78.0% | $6,401+22.2% |
| Admin fee / account holder | $305 | $5,977-94.9% | $5,325-94.3% | $11,429-97.3% |