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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 | $41,548 | $92,743-55.2% | $82,744-49.8% | $134,532-69.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.01% | 946.63%-962.6pp | 702.22%-718.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $6,655 | $3,273+103.3% | $3,008+121.2% | $4,741+40.4% |
| Participant deferral / active EE | $4,414 | $4,802-8.1% | $4,395+0.4% | $6,401-31.0% |
| Admin fee / account holder | $23,792 | $5,977+298.0% | $5,325+346.8% | $11,429+108.2% |