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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 | $30,039 | $138,114-78.3% | $125,391-76.0% | $134,545-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.12% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,116 | $5,246-40.6% | $4,816-35.3% | $4,742-34.3% |
| Participant deferral / active EE | $5,052 | $7,801-35.2% | $7,448-32.2% | $6,401-21.1% |
| Admin fee / account holder | $3,129 | $11,570-73.0% | $10,009-68.7% | $11,431-72.6% |