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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 | $81,743 | $138,078-40.8% | $125,363-34.8% | $134,509-39.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.73% | 750.49%-761.2pp | 572.15%-582.9pp | 418.13%-428.9pp |
| Employer contribution / active EE | $1,319 | $5,245-74.9% | $4,815-72.6% | $4,741-72.2% |
| Participant deferral / active EE | $4,566 | $7,800-41.5% | $7,447-38.7% | $6,400-28.7% |
| Admin fee / account holder | $31,036 | $11,566+168.3% | $10,005+210.2% | $11,427+171.6% |