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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 | $47,615 | $92,743-48.7% | $82,744-42.5% | $134,532-64.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.73% | 946.63%-963.4pp | 702.22%-718.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,897 | $3,273-42.0% | $3,008-36.9% | $4,741-60.0% |
| Participant deferral / active EE | $2,334 | $4,802-51.4% | $4,395-46.9% | $6,401-63.5% |
| Admin fee / account holder | $1,042 | $5,977-82.6% | $5,325-80.4% | $11,429-90.9% |