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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 | $44,426 | $92,684-52.1% | $82,706-46.3% | $134,509-67.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.62% | 945.84%-960.5pp | 701.76%-716.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $3,093 | $3,272-5.5% | $3,007+2.8% | $4,741-34.8% |
| Participant deferral / active EE | $6,597 | $4,800+37.4% | $4,394+50.1% | $6,400+3.1% |
| Admin fee / account holder | $579 | $5,982-90.3% | $5,329-89.1% | $11,427-94.9% |