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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 | $31,435 | $138,075-77.2% | $123,552-74.6% | $135,379-76.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.77% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,621 | $5,152-68.5% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $2,381 | $6,800-65.0% | $6,426-62.9% | $5,609-57.5% |
| Admin fee / account holder | $4,601 | $10,917-57.9% | $9,285-50.4% | $10,828-57.5% |