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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 | $64,235 | $92,766-30.8% | $82,763-22.4% | $134,545-52.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.39% | 946.97%-962.4pp | 702.45%-717.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,685 | $3,273+43.1% | $3,008+55.7% | $4,742-1.2% |
| Participant deferral / active EE | $6,861 | $4,802+42.9% | $4,395+56.1% | $6,401+7.2% |
| Admin fee / account holder | $7,910 | $5,978+32.3% | $5,325+48.5% | $11,431-30.8% |