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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 | $27,152 | $92,684-70.7% | $82,706-67.2% | $134,509-79.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 945.84%-963.8pp | 701.76%-719.7pp | 418.13%-436.1pp |
| Employer contribution / active EE | $2,339 | $3,272-28.5% | $3,007-22.2% | $4,741-50.7% |
| Participant deferral / active EE | $2,913 | $4,800-39.3% | $4,394-33.7% | $6,400-54.5% |
| Admin fee / account holder | $4,193 | $5,982-29.9% | $5,329-21.3% | $11,427-63.3% |