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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 | $12,508 | $92,766-86.5% | $82,763-84.9% | $134,545-90.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.02% | 946.97%-957.0pp | 702.45%-712.5pp | 418.37%-428.4pp |
| Employer contribution / active EE | $7,297 | $3,273+123.0% | $3,008+142.6% | $4,742+53.9% |
| Participant deferral / active EE | $9,435 | $4,802+96.5% | $4,395+114.7% | $6,401+47.4% |
| Admin fee / account holder | $17,068 | $5,978+185.5% | $5,325+220.5% | $11,431+49.3% |