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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 | $19,180 | $190,916-90.0% | $160,037-88.0% | $134,545-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.18% | 552.79%-573.0pp | 408.95%-429.1pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,623 | $4,996-67.5% | $4,226-61.6% | $4,742-65.8% |
| Participant deferral / active EE | $4,787 | $6,925-30.9% | $6,184-22.6% | $6,401-25.2% |
| Admin fee / account holder | $1,647 | $10,497-84.3% | $8,716-81.1% | $11,431-85.6% |