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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 | $38,111 | $92,743-58.9% | $82,744-53.9% | $134,532-71.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.52% | 946.63%-962.2pp | 702.22%-717.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $6,171 | $3,273+88.6% | $3,008+105.2% | $4,741+30.2% |
| Participant deferral / active EE | $988 | $4,802-79.4% | $4,395-77.5% | $6,401-84.6% |
| Admin fee / account holder | $3,679 | $5,977-38.5% | $5,325-30.9% | $11,429-67.8% |