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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 | $16,177 | $92,684-82.5% | $82,706-80.4% | $134,509-88.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.73% | 945.84%-959.6pp | 701.76%-715.5pp | 418.13%-431.9pp |
| Employer contribution / active EE | $2,196 | $3,272-32.9% | $3,007-27.0% | $4,741-53.7% |
| Participant deferral / active EE | $2,929 | $4,800-39.0% | $4,394-33.3% | $6,400-54.2% |
| Admin fee / account holder | $2,362 | $5,982-60.5% | $5,329-55.7% | $11,427-79.3% |