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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 | $92,684-63.4% | $82,706-58.9% | $134,509-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.2pp |
| Employer contribution / active EE | $6,118 | $3,272+87.0% | $3,007+103.4% | $4,741+29.1% |
| Participant deferral / active EE | $7,053 | $4,800+46.9% | $4,394+60.5% | $6,400+10.2% |
| Admin fee / account holder | $6,265 | $5,982+4.7% | $5,329+17.6% | $11,427-45.2% |