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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 | $33,347 | $138,102-75.9% | $125,381-73.4% | $134,532-75.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.25% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,551 | $5,245-70.4% | $4,815-67.8% | $4,741-67.3% |
| Participant deferral / active EE | $3,165 | $7,801-59.4% | $7,448-57.5% | $6,401-50.6% |
| Admin fee / account holder | $1,032 | $11,568-91.1% | $10,007-89.7% | $11,429-91.0% |