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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 | $73,521 | $92,684-20.7% | $82,706-11.1% | $134,509-45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.81% | 945.84%-963.7pp | 701.76%-719.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $11,101 | $3,272+239.3% | $3,007+269.1% | $4,741+134.2% |
| Participant deferral / active EE | $8,419 | $4,800+75.4% | $4,394+91.6% | $6,400+31.5% |
| Admin fee / account holder | $501 | $5,982-91.6% | $5,329-90.6% | $11,427-95.6% |