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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 | $32,942 | $92,743-64.5% | $82,744-60.2% | $134,532-75.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.44% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,994 | $3,273-8.5% | $3,008-0.5% | $4,741-36.8% |
| Participant deferral / active EE | $4,608 | $4,802-4.0% | $4,395+4.9% | $6,401-28.0% |
| Admin fee / account holder | $1,089 | $5,977-81.8% | $5,325-79.5% | $11,429-90.5% |