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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 | $37,104 | $92,766-60.0% | $82,763-55.2% | $134,545-72.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 946.97%-959.3pp | 702.45%-714.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $5,304 | $3,273+62.0% | $3,008+76.3% | $4,742+11.9% |
| Participant deferral / active EE | $6,261 | $4,802+30.4% | $4,395+42.5% | $6,401-2.2% |
| Admin fee / account holder | $2,565 | $5,978-57.1% | $5,325-51.8% | $11,431-77.6% |