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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 | $42,523 | $135,645-68.7% | $110,243-61.4% | $135,379-68.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.01% | 513.24%-517.2pp | 314.76%-318.8pp | 519.79%-523.8pp |
| Employer contribution / active EE | $3,833 | $4,907-21.9% | $3,827+0.2% | $4,779-19.8% |
| Participant deferral / active EE | $7,218 | $5,507+31.1% | $4,672+54.5% | $5,609+28.7% |
| Admin fee / account holder | $2,064 | $11,458-82.0% | $8,548-75.9% | $10,828-80.9% |