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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 | $31,854 | $92,743-65.7% | $82,744-61.5% | $134,532-76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.79% | 946.63%-967.4pp | 702.22%-723.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $3,296 | $3,273+0.7% | $3,008+9.6% | $4,741-30.5% |
| Participant deferral / active EE | $9,120 | $4,802+89.9% | $4,395+107.5% | $6,401+42.5% |
| Admin fee / account holder | $663 | $5,977-88.9% | $5,325-87.5% | $11,429-94.2% |