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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 | $47,589 | $84,628-43.8% | $61,501-22.6% | $134,545-64.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 585.61%-600.4pp | 339.04%-353.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,592 | $1,545+262.0% | $1,160+382.2% | $4,742+17.9% |
| Participant deferral / active EE | $6,008 | $2,819+113.2% | $2,125+182.8% | $6,401-6.1% |
| Admin fee / account holder | $642 | $2,587-75.2% | $2,132-69.9% | $11,431-94.4% |