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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 | $15,654 | $92,766-83.1% | $82,763-81.1% | $134,545-88.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.58% | 946.97%-965.6pp | 702.45%-721.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $3,148 | $3,273-3.8% | $3,008+4.7% | $4,742-33.6% |
| Participant deferral / active EE | $6,944 | $4,802+44.6% | $4,395+58.0% | $6,401+8.5% |
| Admin fee / account holder | $4,381 | $5,978-26.7% | $5,325-17.7% | $11,431-61.7% |