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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 | $67,115 | $92,684-27.6% | $82,706-18.9% | $134,509-50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.19% | 945.84%-963.0pp | 701.76%-718.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,258 | $3,272-31.0% | $3,007-24.9% | $4,741-52.4% |
| Participant deferral / active EE | $5,119 | $4,800+6.7% | $4,394+16.5% | $6,400-20.0% |
| Admin fee / account holder | $7,527 | $5,982+25.8% | $5,329+41.3% | $11,427-34.1% |