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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 | $50,152 | $92,743-45.9% | $82,744-39.4% | $134,532-62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.54% | 946.63%-955.2pp | 702.22%-710.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $2,376 | $3,273-27.4% | $3,008-21.0% | $4,741-49.9% |
| Participant deferral / active EE | $6,674 | $4,802+39.0% | $4,395+51.9% | $6,401+4.3% |
| Admin fee / account holder | $9,151 | $5,977+53.1% | $5,325+71.9% | $11,429-19.9% |