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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 | $25,291 | $92,743-72.7% | $82,744-69.4% | $134,532-81.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.60% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,467 | $3,273-24.6% | $3,008-18.0% | $4,741-48.0% |
| Participant deferral / active EE | $3,195 | $4,802-33.5% | $4,395-27.3% | $6,401-50.1% |
| Admin fee / account holder | $1,382 | $5,977-76.9% | $5,325-74.0% | $11,429-87.9% |