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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 | $10,899 | $92,743-88.2% | $82,744-86.8% | $134,532-91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.69% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,486 | $3,273-24.0% | $3,008-17.4% | $4,741-47.6% |
| Participant deferral / active EE | $5,057 | $4,802+5.3% | $4,395+15.1% | $6,401-21.0% |
| Admin fee / account holder | $2,091 | $5,977-65.0% | $5,325-60.7% | $11,429-81.7% |