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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 | $37,583 | $92,743-59.5% | $82,744-54.6% | $134,532-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.68% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,984 | $3,273-8.8% | $3,008-0.8% | $4,741-37.1% |
| Participant deferral / active EE | $4,191 | $4,802-12.7% | $4,395-4.6% | $6,401-34.5% |
| Admin fee / account holder | $1,299 | $5,977-78.3% | $5,325-75.6% | $11,429-88.6% |