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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 | $25,667 | $92,766-72.3% | $82,763-69.0% | $134,545-80.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 946.97%-963.9pp | 702.45%-719.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,484 | $3,273-54.7% | $3,008-50.7% | $4,742-68.7% |
| Participant deferral / active EE | $6,219 | $4,802+29.5% | $4,395+41.5% | $6,401-2.8% |
| Admin fee / account holder | $1,205 | $5,978-79.8% | $5,325-77.4% | $11,431-89.5% |