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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 | $47,965 | $92,684-48.2% | $82,706-42.0% | $134,509-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.23% | 945.84%-962.1pp | 701.76%-718.0pp | 418.13%-434.4pp |
| Employer contribution / active EE | $12,210 | $3,272+273.2% | $3,007+306.0% | $4,741+157.6% |
| Participant deferral / active EE | $7,699 | $4,800+60.4% | $4,394+75.2% | $6,400+20.3% |
| Admin fee / account holder | $6,176 | $5,982+3.3% | $5,329+15.9% | $11,427-45.9% |