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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 | $54,925 | $92,766-40.8% | $82,763-33.6% | $134,545-59.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.62% | 946.97%-967.6pp | 702.45%-723.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $5,725 | $3,273+74.9% | $3,008+90.3% | $4,742+20.7% |
| Participant deferral / active EE | $7,725 | $4,802+60.9% | $4,395+75.8% | $6,401+20.7% |
| Admin fee / account holder | $447 | $5,978-92.5% | $5,325-91.6% | $11,431-96.1% |