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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 | $38,759 | $106,551-63.6% | $91,225-57.5% | $134,532-71.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.71% | 160.78%-180.5pp | 114.12%-133.8pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,751 | $3,331-47.4% | $2,851-38.6% | $4,741-63.1% |
| Participant deferral / active EE | $1,801 | $4,718-61.8% | $4,233-57.5% | $6,401-71.9% |
| Admin fee / account holder | $759 | $6,234-87.8% | $5,422-86.0% | $11,429-93.4% |