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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 | $21,632 | $138,102-84.3% | $125,381-82.7% | $134,532-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $3,203 | $5,245-38.9% | $4,815-33.5% | $4,741-32.5% |
| Participant deferral / active EE | $4,129 | $7,801-47.1% | $7,448-44.6% | $6,401-35.5% |
| Admin fee / account holder | $3,558 | $11,568-69.2% | $10,007-64.4% | $11,429-68.9% |