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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 | $47,041 | $135,645-65.3% | $110,243-57.3% | $135,379-65.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.37% | 513.24%-515.6pp | 314.76%-317.1pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,857 | $4,907-62.1% | $3,827-51.5% | $4,779-61.1% |
| Participant deferral / active EE | $3,213 | $5,507-41.7% | $4,672-31.2% | $5,609-42.7% |
| Admin fee / account holder | $112,500 | $11,458+881.8% | $8,548+1216.1% | $10,828+939.0% |