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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 | $34,599 | $138,114-74.9% | $125,391-72.4% | $134,545-74.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.45% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,457 | $5,246-34.1% | $4,816-28.2% | $4,742-27.1% |
| Participant deferral / active EE | $16,199 | $7,801+107.7% | $7,448+117.5% | $6,401+153.1% |
| Admin fee / account holder | $31,611 | $11,570+173.2% | $10,009+215.8% | $11,431+176.5% |