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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 | $18,481 | $190,879-90.3% | $160,009-88.5% | $134,532-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.11% | 552.63%-560.7pp | 408.85%-417.0pp | 418.27%-426.4pp |
| Employer contribution / active EE | $1,166 | $4,995-76.7% | $4,225-72.4% | $4,741-75.4% |
| Participant deferral / active EE | $6,950 | $6,924+0.4% | $6,183+12.4% | $6,401+8.6% |
| Admin fee / account holder | $40,555 | $10,495+286.4% | $8,715+365.4% | $11,429+254.9% |