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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 | $54,529 | $135,639-59.8% | $110,241-50.5% | $135,382-59.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.54% | 513.21%-519.7pp | 314.75%-321.3pp | 519.77%-526.3pp |
| Employer contribution / active EE | $2,632 | $4,907-46.4% | $3,827-31.2% | $4,779-44.9% |
| Participant deferral / active EE | $1,912 | $5,507-65.3% | $4,672-59.1% | $5,609-65.9% |
| Admin fee / account holder | $688 | $11,457-94.0% | $8,548-92.0% | $10,829-93.6% |