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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 | $47,724 | $92,684-48.5% | $82,706-42.3% | $134,509-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.14% | 945.84%-963.0pp | 701.76%-718.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $6,865 | $3,272+109.8% | $3,007+128.3% | $4,741+44.8% |
| Participant deferral / active EE | $21,033 | $4,800+338.2% | $4,394+378.7% | $6,400+228.6% |
| Admin fee / account holder | $16,445 | $5,982+174.9% | $5,329+208.6% | $11,427+43.9% |