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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 | $57,014 | $92,766-38.5% | $82,763-31.1% | $134,545-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 946.97%-963.5pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,426 | $3,273-25.9% | $3,008-19.3% | $4,742-48.8% |
| Participant deferral / active EE | $4,260 | $4,802-11.3% | $4,395-3.1% | $6,401-33.4% |
| Admin fee / account holder | $361 | $5,978-94.0% | $5,325-93.2% | $11,431-96.8% |