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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 | $33,386 | $135,645-75.4% | $110,243-69.7% | $135,380-75.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.46% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $9,180 | $4,907+87.1% | $3,827+139.9% | $4,779+92.1% |
| Participant deferral / active EE | $4,549 | $5,507-17.4% | $4,672-2.6% | $5,609-18.9% |
| Admin fee / account holder | $13,772 | $11,458+20.2% | $8,548+61.1% | $10,828+27.2% |