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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 | $80,861 | $92,684-12.8% | $82,706-2.2% | $134,509-39.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.45% | 945.84%-962.3pp | 701.76%-718.2pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,916 | $3,272-41.5% | $3,007-36.3% | $4,741-59.6% |
| Participant deferral / active EE | $2,954 | $4,800-38.5% | $4,394-32.8% | $6,400-53.8% |
| Admin fee / account holder | $6,301 | $5,982+5.3% | $5,329+18.2% | $11,427-44.9% |