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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 | $55,418 | $92,766-40.3% | $82,763-33.0% | $134,545-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.11% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,186 | $3,273+27.9% | $3,008+39.1% | $4,742-11.7% |
| Participant deferral / active EE | $7,084 | $4,802+47.5% | $4,395+61.2% | $6,401+10.7% |
| Admin fee / account holder | $6,380 | $5,978+6.7% | $5,325+19.8% | $11,431-44.2% |