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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 | $42,602 | $135,645-68.6% | $110,243-61.4% | $135,380-68.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.05% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.9pp |
| Employer contribution / active EE | $6,601 | $4,907+34.5% | $3,827+72.5% | $4,779+38.1% |
| Participant deferral / active EE | $4,051 | $5,507-26.4% | $4,672-13.3% | $5,609-27.8% |
| Admin fee / account holder | $1,744 | $11,458-84.8% | $8,548-79.6% | $10,828-83.9% |