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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 | $17,572 | $138,114-87.3% | $125,391-86.0% | $134,545-86.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.55% | 750.88%-766.4pp | 572.41%-588.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,135 | $5,246-78.4% | $4,816-76.4% | $4,742-76.1% |
| Participant deferral / active EE | $5,538 | $7,801-29.0% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $3,068 | $11,570-73.5% | $10,009-69.3% | $11,431-73.2% |