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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 | $34,524 | $138,102-75.0% | $125,381-72.5% | $134,532-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.21% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,687 | $5,245-48.8% | $4,815-44.2% | $4,741-43.3% |
| Participant deferral / active EE | $4,526 | $7,801-42.0% | $7,448-39.2% | $6,401-29.3% |
| Admin fee / account holder | $1,742 | $11,568-84.9% | $10,007-82.6% | $11,429-84.8% |