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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 | $62,572 | $92,743-32.5% | $82,744-24.4% | $134,532-53.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.43% | 946.63%-953.1pp | 702.22%-708.6pp | 418.27%-424.7pp |
| Employer contribution / active EE | $7,095 | $3,273+116.8% | $3,008+135.9% | $4,741+49.7% |
| Participant deferral / active EE | $9,105 | $4,802+89.6% | $4,395+107.2% | $6,401+42.2% |
| Admin fee / account holder | $1,178 | $5,977-80.3% | $5,325-77.9% | $11,429-89.7% |