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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 | $45,186 | $92,684-51.2% | $82,706-45.4% | $134,509-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.23% | 945.84%-964.1pp | 701.76%-720.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,000 | $3,272-38.9% | $3,007-33.5% | $4,741-57.8% |
| Participant deferral / active EE | $2,233 | $4,800-53.5% | $4,394-49.2% | $6,400-65.1% |
| Admin fee / account holder | $1,168 | $5,982-80.5% | $5,329-78.1% | $11,427-89.8% |