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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 | $29,916 | $92,743-67.7% | $82,744-63.8% | $134,532-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.36% | 946.63%-959.0pp | 702.22%-714.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,313 | $3,273-29.3% | $3,008-23.1% | $4,741-51.2% |
| Participant deferral / active EE | $1,669 | $4,802-65.2% | $4,395-62.0% | $6,401-73.9% |
| Admin fee / account holder | $747 | $5,977-87.5% | $5,325-86.0% | $11,429-93.5% |