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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 | $28,871 | $92,707-68.9% | $82,726-65.1% | $134,493-78.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.87% | 945.12%-958.0pp | 701.33%-714.2pp | 418.01%-430.9pp |
| Employer contribution / active EE | $3,300 | $3,274+0.8% | $3,009+9.7% | $4,740-30.4% |
| Participant deferral / active EE | $1,899 | $4,801-60.4% | $4,394-56.8% | $6,400-70.3% |
| Admin fee / account holder | $1,569 | $5,980-73.8% | $5,328-70.6% | $11,425-86.3% |