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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 | $34,471 | $92,743-62.8% | $82,744-58.3% | $134,532-74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 946.63%-964.6pp | 702.22%-720.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $8,938 | $3,273+173.1% | $3,008+197.1% | $4,741+88.5% |
| Participant deferral / active EE | $3,260 | $4,802-32.1% | $4,395-25.8% | $6,401-49.1% |
| Admin fee / account holder | $1,636 | $5,977-72.6% | $5,325-69.3% | $11,429-85.7% |