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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 | $40,365 | $92,743-56.5% | $82,744-51.2% | $134,532-70.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.39% | 946.63%-964.0pp | 702.22%-719.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,821 | $3,273+47.3% | $3,008+60.3% | $4,741+1.7% |
| Participant deferral / active EE | $2,303 | $4,802-52.0% | $4,395-47.6% | $6,401-64.0% |
| Admin fee / account holder | $332 | $5,977-94.4% | $5,325-93.8% | $11,429-97.1% |