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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 | $36,488 | $138,102-73.6% | $125,381-70.9% | $134,532-72.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.32% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $5,095 | $5,245-2.9% | $4,815+5.8% | $4,741+7.5% |
| Participant deferral / active EE | $16,427 | $7,801+110.6% | $7,448+120.6% | $6,401+156.6% |
| Admin fee / account holder | $58,296 | $11,568+403.9% | $10,007+482.5% | $11,429+410.1% |