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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 | $42,399 | $92,707-54.3% | $82,726-48.7% | $134,493-68.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.82% | 945.12%-955.9pp | 701.33%-712.2pp | 418.01%-428.8pp |
| Employer contribution / active EE | $3,361 | $3,274+2.7% | $3,009+11.7% | $4,740-29.1% |
| Participant deferral / active EE | $6,208 | $4,801+29.3% | $4,394+41.3% | $6,400-3.0% |
| Admin fee / account holder | $3,086 | $5,980-48.4% | $5,328-42.1% | $11,425-73.0% |