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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 | $46,858 | $92,743-49.5% | $82,744-43.4% | $134,532-65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.25% | 946.63%-964.9pp | 702.22%-720.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,590 | $3,273-20.9% | $3,008-13.9% | $4,741-45.4% |
| Participant deferral / active EE | $5,395 | $4,802+12.3% | $4,395+22.8% | $6,401-15.7% |
| Admin fee / account holder | $7,688 | $5,977+28.6% | $5,325+44.4% | $11,429-32.7% |