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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 | $77,395 | $92,684-16.5% | $82,706-6.4% | $134,509-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.28% | 945.84%-956.1pp | 701.76%-712.0pp | 418.13%-428.4pp |
| Employer contribution / active EE | $2,250 | $3,272-31.2% | $3,007-25.2% | $4,741-52.5% |
| Participant deferral / active EE | $3,215 | $4,800-33.0% | $4,394-26.8% | $6,400-49.8% |
| Admin fee / account holder | $969 | $5,982-83.8% | $5,329-81.8% | $11,427-91.5% |