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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 | $55,264 | $92,743-40.4% | $82,744-33.2% | $134,532-58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.20% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,787 | $3,273-14.8% | $3,008-7.3% | $4,741-41.2% |
| Participant deferral / active EE | $6,487 | $4,802+35.1% | $4,395+47.6% | $6,401+1.3% |
| Admin fee / account holder | $2,334 | $5,977-61.0% | $5,325-56.2% | $11,429-79.6% |