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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 | $39,102 | $92,684-57.8% | $82,706-52.7% | $134,509-70.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.44% | 945.84%-952.3pp | 701.76%-708.2pp | 418.13%-424.6pp |
| Employer contribution / active EE | $4,164 | $3,272+27.3% | $3,007+38.5% | $4,741-12.2% |
| Participant deferral / active EE | $7,709 | $4,800+60.6% | $4,394+75.5% | $6,400+20.5% |
| Admin fee / account holder | $29,311 | $5,982+390.0% | $5,329+450.1% | $11,427+156.5% |