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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 | $49,175 | $160,059-69.3% | $140,019-64.9% | $135,379-63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.32% | 911.44%-919.8pp | 651.15%-659.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,134 | $6,420-66.8% | $5,605-61.9% | $4,779-55.4% |
| Participant deferral / active EE | $6,847 | $7,641-10.4% | $6,927-1.2% | $5,609+22.1% |
| Admin fee / account holder | $35,584 | $13,328+167.0% | $10,705+232.4% | $10,828+228.6% |