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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 | $67,192 | $54,357+23.6% | $82,706-18.8% | $68,495-1.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.31% | -13.67%+0.4pp | 701.76%-715.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $9,049 | $2,218+307.9% | $3,007+200.9% | $2,596+248.5% |
| Participant deferral / active EE | $1,285 | $3,246-60.4% | $4,394-70.8% | $4,028-68.1% |
| Admin fee / account holder | $16,889 | $4,396+284.2% | $5,329+216.9% | $5,403+212.6% |