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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 | $38,357 | $197,819-80.6% | $155,789-75.4% | $125,388-69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.51% | 86.73%-89.2pp | 71.54%-74.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,350 | $4,850-51.6% | $3,839-38.8% | $4,866-51.7% |
| Participant deferral / active EE | $2,093 | $5,631-62.8% | $4,798-56.4% | $5,352-60.9% |
| Admin fee / account holder | $1,429 | $9,544-85.0% | $7,477-80.9% | $9,541-85.0% |