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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 | $84,569 | $92,766-8.8% | $82,763+2.2% | $134,545-37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,006 | $3,273+83.5% | $3,008+99.6% | $4,742+26.7% |
| Participant deferral / active EE | $14,899 | $4,802+210.3% | $4,395+239.0% | $6,401+132.8% |
| Admin fee / account holder | $1,769 | $5,978-70.4% | $5,325-66.8% | $11,431-84.5% |