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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 | $34,941 | $92,684-62.3% | $82,706-57.8% | $134,509-74.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.57% | 945.84%-958.4pp | 701.76%-714.3pp | 418.13%-430.7pp |
| Employer contribution / active EE | $14,215 | $3,272+334.5% | $3,007+372.7% | $4,741+199.9% |
| Participant deferral / active EE | $6,705 | $4,800+39.7% | $4,394+52.6% | $6,400+4.8% |
| Admin fee / account holder | $19,139 | $5,982+219.9% | $5,329+259.2% | $11,427+67.5% |