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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 | $120,661 | $90,607+33.2% | $79,467+51.8% | $135,380-10.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.25% | 977.74%-982.0pp | 718.30%-722.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $500 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $18,000 | $4,050+344.4% | $3,704+386.0% | $5,609+220.9% |
| Admin fee / account holder | $1,074 | $5,895-81.8% | $5,104-79.0% | $10,828-90.1% |