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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 | $79,867 | $92,707-13.9% | $82,726-3.5% | $134,493-40.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 945.12%-961.6pp | 701.33%-717.8pp | 418.01%-434.5pp |
| Employer contribution / active EE | $3,319 | $3,274+1.4% | $3,009+10.3% | $4,740-30.0% |
| Participant deferral / active EE | $3,309 | $4,801-31.1% | $4,394-24.7% | $6,400-48.3% |
| Admin fee / account holder | $570 | $5,980-90.5% | $5,328-89.3% | $11,425-95.0% |