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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 | $42,828 | $92,743-53.8% | $82,744-48.2% | $134,532-68.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 946.63%-963.5pp | 702.22%-719.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,086 | $3,273-5.7% | $3,008+2.6% | $4,741-34.9% |
| Participant deferral / active EE | $5,978 | $4,802+24.5% | $4,395+36.0% | $6,401-6.6% |
| Admin fee / account holder | $17,323 | $5,977+189.8% | $5,325+225.3% | $11,429+51.6% |