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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 | $55,329 | $138,078-59.9% | $125,363-55.9% | $134,509-58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.14% | 750.49%-767.6pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $3,836 | $5,245-26.9% | $4,815-20.3% | $4,741-19.1% |
| Participant deferral / active EE | $15,453 | $7,800+98.1% | $7,447+107.5% | $6,400+141.4% |
| Admin fee / account holder | $36,802 | $11,566+218.2% | $10,005+267.8% | $11,427+222.1% |