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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 | $52,908 | $92,743-43.0% | $82,744-36.1% | $134,532-60.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 946.63%-961.8pp | 702.22%-717.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,759 | $3,273-46.3% | $3,008-41.5% | $4,741-62.9% |
| Participant deferral / active EE | $4,550 | $4,802-5.2% | $4,395+3.5% | $6,401-28.9% |
| Admin fee / account holder | $9,957 | $5,977+66.6% | $5,325+87.0% | $11,429-12.9% |