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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 | $83,436 | $92,743-10.0% | $82,744+0.8% | $134,532-38.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.21% | 946.63%-958.8pp | 702.22%-714.4pp | 418.27%-430.5pp |
| Employer contribution / active EE | $5,147 | $3,273+57.3% | $3,008+71.1% | $4,741+8.6% |
| Participant deferral / active EE | $10,643 | $4,802+121.7% | $4,395+142.2% | $6,401+66.3% |
| Admin fee / account holder | $951 | $5,977-84.1% | $5,325-82.1% | $11,429-91.7% |