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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 | $53,639 | $135,645-60.5% | $110,243-51.3% | $135,379-60.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.62% | 513.24%-517.9pp | 314.76%-319.4pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,355 | $4,907-52.0% | $3,827-38.5% | $4,779-50.7% |
| Participant deferral / active EE | $4,022 | $5,507-27.0% | $4,672-13.9% | $5,609-28.3% |
| Admin fee / account holder | $867 | $11,458-92.4% | $8,548-89.9% | $10,828-92.0% |