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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 | $74,278 | $92,743-19.9% | $82,744-10.2% | $134,532-44.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.67% | 946.63%-963.3pp | 702.22%-718.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,875 | $3,273-12.2% | $3,008-4.4% | $4,741-39.4% |
| Participant deferral / active EE | $7,758 | $4,802+61.6% | $4,395+76.5% | $6,401+21.2% |
| Admin fee / account holder | $2,584 | $5,977-56.8% | $5,325-51.5% | $11,429-77.4% |