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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 | $29,453 | $92,766-68.2% | $82,763-64.4% | $134,545-78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 946.97%-964.0pp | 702.45%-719.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,953 | $3,273+20.8% | $3,008+31.4% | $4,742-16.6% |
| Participant deferral / active EE | $9,771 | $4,802+103.5% | $4,395+122.3% | $6,401+52.6% |
| Admin fee / account holder | $14,520 | $5,978+142.9% | $5,325+172.7% | $11,431+27.0% |