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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 | $36,408 | $92,684-60.7% | $82,706-56.0% | $134,509-72.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.47% | 945.84%-965.3pp | 701.76%-721.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $3,562 | $3,272+8.9% | $3,007+18.4% | $4,741-24.9% |
| Participant deferral / active EE | $3,562 | $4,800-25.8% | $4,394-18.9% | $6,400-44.4% |
| Admin fee / account holder | $6,755 | $5,982+12.9% | $5,329+26.8% | $11,427-40.9% |