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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 | $28,137 | $138,114-79.6% | $125,391-77.6% | $134,545-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.88%-766.4pp | 572.41%-588.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,271 | $5,246-37.6% | $4,816-32.1% | $4,742-31.0% |
| Participant deferral / active EE | $6,040 | $7,801-22.6% | $7,448-18.9% | $6,401-5.6% |
| Admin fee / account holder | $6,908 | $11,570-40.3% | $10,009-31.0% | $11,431-39.6% |