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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 | $22,420 | $95,979-76.6% | $74,551-69.9% | $135,380-83.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.95% | 56.97%-65.9pp | 32.53%-41.5pp | 519.81%-528.8pp |
| Employer contribution / active EE | $5,912 | $2,716+117.6% | $1,961+201.5% | $4,779+23.7% |
| Participant deferral / active EE | $3,930 | $3,844+2.2% | $3,108+26.4% | $5,609-29.9% |
| Admin fee / account holder | $630 | $6,522-90.3% | $5,059-87.6% | $10,828-94.2% |