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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 | $38,047 | $92,684-58.9% | $82,706-54.0% | $134,509-71.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.12% | 945.84%-961.0pp | 701.76%-716.9pp | 418.13%-433.3pp |
| Employer contribution / active EE | $6,582 | $3,272+101.2% | $3,007+118.9% | $4,741+38.8% |
| Participant deferral / active EE | $10,737 | $4,800+123.7% | $4,394+144.4% | $6,400+67.8% |
| Admin fee / account holder | $1,685 | $5,982-71.8% | $5,329-68.4% | $11,427-85.3% |