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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 | $18,044 | $92,684-80.5% | $82,706-78.2% | $134,509-86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.65% | 945.84%-963.5pp | 701.76%-719.4pp | 418.13%-435.8pp |
| Employer contribution / active EE | $6,416 | $3,272+96.1% | $3,007+113.3% | $4,741+35.3% |
| Participant deferral / active EE | $10,155 | $4,800+111.6% | $4,394+131.1% | $6,400+58.7% |
| Admin fee / account holder | $4,478 | $5,982-25.1% | $5,329-16.0% | $11,427-60.8% |