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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 | $73,669 | $92,743-20.6% | $82,744-11.0% | $134,532-45.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.44% | 946.63%-958.1pp | 702.22%-713.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $4,981 | $3,273+52.2% | $3,008+65.6% | $4,741+5.1% |
| Participant deferral / active EE | $5,644 | $4,802+17.5% | $4,395+28.4% | $6,401-11.8% |
| Admin fee / account holder | $24,785 | $5,977+314.7% | $5,325+365.5% | $11,429+116.9% |