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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 | $60,057 | $92,684-35.2% | $82,706-27.4% | $134,509-55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.29% | 945.84%-957.1pp | 701.76%-713.1pp | 418.13%-429.4pp |
| Employer contribution / active EE | $3,070 | $3,272-6.2% | $3,007+2.1% | $4,741-35.2% |
| Participant deferral / active EE | $2,972 | $4,800-38.1% | $4,394-32.4% | $6,400-53.6% |
| Admin fee / account holder | $10,096 | $5,982+68.8% | $5,329+89.5% | $11,427-11.6% |