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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 | $33,236 | $92,684-64.1% | $82,706-59.8% | $134,509-75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.00% | 945.84%-962.8pp | 701.76%-718.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,386 | $3,272-27.1% | $3,007-20.7% | $4,741-49.7% |
| Participant deferral / active EE | $4,205 | $4,800-12.4% | $4,394-4.3% | $6,400-34.3% |
| Admin fee / account holder | $7,163 | $5,982+19.7% | $5,329+34.4% | $11,427-37.3% |