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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 | $54,440 | $135,645-59.9% | $110,243-50.6% | $135,379-59.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | 513.24%-521.5pp | 314.76%-323.1pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,937 | $4,907-60.5% | $3,827-49.4% | $4,779-59.5% |
| Participant deferral / active EE | $6,719 | $5,507+22.0% | $4,672+43.8% | $5,609+19.8% |
| Admin fee / account holder | $13,783 | $11,458+20.3% | $8,548+61.2% | $10,828+27.3% |