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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 | $86,842 | $92,743-6.4% | $82,744+5.0% | $134,532-35.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.89% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,839 | $3,273-13.2% | $3,008-5.6% | $4,741-40.1% |
| Participant deferral / active EE | $4,855 | $4,802+1.1% | $4,395+10.5% | $6,401-24.2% |
| Admin fee / account holder | $860 | $5,977-85.6% | $5,325-83.8% | $11,429-92.5% |