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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 | $85,496 | $135,639-37.0% | $110,241-22.4% | $135,382-36.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.23% | 513.21%-517.4pp | 314.75%-319.0pp | 519.77%-524.0pp |
| Employer contribution / active EE | $2,254 | $4,907-54.1% | $3,827-41.1% | $4,779-52.8% |
| Participant deferral / active EE | $1,766 | $5,507-67.9% | $4,672-62.2% | $5,609-68.5% |
| Admin fee / account holder | $41,604 | $11,457+263.1% | $8,548+386.7% | $10,829+284.2% |