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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 | $51,199 | $92,684-44.8% | $82,706-38.1% | $134,509-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.00% | 945.84%-960.8pp | 701.76%-716.8pp | 418.13%-433.1pp |
| Employer contribution / active EE | $5,442 | $3,272+66.3% | $3,007+81.0% | $4,741+14.8% |
| Participant deferral / active EE | $5,405 | $4,800+12.6% | $4,394+23.0% | $6,400-15.6% |
| Admin fee / account holder | $4,164 | $5,982-30.4% | $5,329-21.9% | $11,427-63.6% |