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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 | $25,652 | $92,684-72.3% | $82,706-69.0% | $134,509-80.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.52% | 945.84%-966.4pp | 701.76%-722.3pp | 418.13%-438.7pp |
| Employer contribution / active EE | $3,091 | $3,272-5.5% | $3,007+2.8% | $4,741-34.8% |
| Participant deferral / active EE | $5,876 | $4,800+22.4% | $4,394+33.7% | $6,400-8.2% |
| Admin fee / account holder | $1,105 | $5,982-81.5% | $5,329-79.3% | $11,427-90.3% |