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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 | $76,900 | $90,617-15.1% | $79,476-3.2% | $135,382-43.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 977.57%-984.6pp | 718.21%-725.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,715 | $3,068-44.1% | $2,800-38.8% | $4,779-64.1% |
| Participant deferral / active EE | $4,721 | $4,050+16.6% | $3,704+27.5% | $5,609-15.8% |
| Admin fee / account holder | $6,910 | $5,907+17.0% | $5,113+35.1% | $10,829-36.2% |