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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 | $49,794 | $92,766-46.3% | $82,763-39.8% | $134,545-63.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 946.97%-965.5pp | 702.45%-721.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,749 | $3,273-46.6% | $3,008-41.9% | $4,742-63.1% |
| Participant deferral / active EE | $7,641 | $4,802+59.1% | $4,395+73.9% | $6,401+19.4% |
| Admin fee / account holder | $513 | $5,978-91.4% | $5,325-90.4% | $11,431-95.5% |