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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 | $80,379 | $135,645-40.7% | $110,243-27.1% | $135,379-40.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.27% | 513.24%-515.5pp | 314.76%-317.0pp | 519.79%-522.1pp |
| Employer contribution / active EE | $2,257 | $4,907-54.0% | $3,827-41.0% | $4,779-52.8% |
| Participant deferral / active EE | $2,538 | $5,507-53.9% | $4,672-45.7% | $5,609-54.8% |
| Admin fee / account holder | $20,112 | $11,458+75.5% | $8,548+135.3% | $10,828+85.7% |