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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 | $26,523 | $92,743-71.4% | $82,744-67.9% | $134,532-80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 946.63%-963.9pp | 702.22%-719.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,120 | $3,273-35.2% | $3,008-29.5% | $4,741-55.3% |
| Participant deferral / active EE | $4,960 | $4,802+3.3% | $4,395+12.9% | $6,401-22.5% |
| Admin fee / account holder | $1,244 | $5,977-79.2% | $5,325-76.6% | $11,429-89.1% |