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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 | $32,304 | $138,114-76.6% | $125,391-74.2% | $134,545-76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.91% | 750.88%-764.8pp | 572.41%-586.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $2,087 | $5,246-60.2% | $4,816-56.7% | $4,742-56.0% |
| Participant deferral / active EE | $3,890 | $7,801-50.1% | $7,448-47.8% | $6,401-39.2% |
| Admin fee / account holder | $3,371 | $11,570-70.9% | $10,009-66.3% | $11,431-70.5% |