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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 | $33,960 | $92,743-63.4% | $82,744-59.0% | $134,532-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 946.63%-966.7pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $6,118 | $3,273+86.9% | $3,008+103.4% | $4,741+29.0% |
| Participant deferral / active EE | $7,053 | $4,802+46.9% | $4,395+60.5% | $6,401+10.2% |
| Admin fee / account holder | $6,265 | $5,977+4.8% | $5,325+17.7% | $11,429-45.2% |