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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 | $44,977 | $190,916-76.4% | $160,037-71.9% | $134,545-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.39% | 552.79%-570.2pp | 408.95%-426.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,239 | $4,996-55.2% | $4,226-47.0% | $4,742-52.8% |
| Participant deferral / active EE | $1,444 | $6,925-79.2% | $6,184-76.7% | $6,401-77.4% |
| Admin fee / account holder | $7,573 | $10,497-27.9% | $8,716-13.1% | $11,431-33.7% |