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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 | $36,078 | $92,684-61.1% | $82,706-56.4% | $134,509-73.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.24% | 945.84%-964.1pp | 701.76%-720.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,366 | $3,272-58.2% | $3,007-54.6% | $4,741-71.2% |
| Participant deferral / active EE | $10,653 | $4,800+121.9% | $4,394+142.5% | $6,400+66.4% |
| Admin fee / account holder | $5,769 | $5,982-3.6% | $5,329+8.3% | $11,427-49.5% |