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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 | $38,758 | $138,114-71.9% | $125,391-69.1% | $134,545-71.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.27% | 750.88%-761.2pp | 572.41%-582.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $2,613 | $5,246-50.2% | $4,816-45.7% | $4,742-44.9% |
| Participant deferral / active EE | $5,550 | $7,801-28.9% | $7,448-25.5% | $6,401-13.3% |
| Admin fee / account holder | $167,046 | $11,570+1343.8% | $10,009+1569.0% | $11,431+1361.4% |