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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 | $19,881 | $92,684-78.5% | $82,706-76.0% | $134,509-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.40% | 945.84%-961.2pp | 701.76%-717.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $5,187 | $3,272+58.5% | $3,007+72.5% | $4,741+9.4% |
| Participant deferral / active EE | $6,343 | $4,800+32.1% | $4,394+44.4% | $6,400-0.9% |
| Admin fee / account holder | $337 | $5,982-94.4% | $5,329-93.7% | $11,427-97.1% |