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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 | $92,766-54.3% | $82,763-48.8% | $134,545-68.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.82% | 946.97%-957.8pp | 702.45%-713.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $3,361 | $3,273+2.7% | $3,008+11.7% | $4,742-29.1% |
| Participant deferral / active EE | $6,208 | $4,802+29.3% | $4,395+41.3% | $6,401-3.0% |
| Admin fee / account holder | $3,086 | $5,978-48.4% | $5,325-42.1% | $11,431-73.0% |