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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 | $39,829 | $138,102-71.2% | $125,381-68.2% | $134,532-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.23% | 750.73%-768.0pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,335 | $5,245-36.4% | $4,815-30.7% | $4,741-29.7% |
| Participant deferral / active EE | $6,424 | $7,801-17.6% | $7,448-13.7% | $6,401+0.4% |
| Admin fee / account holder | $1,756 | $11,568-84.8% | $10,007-82.5% | $11,429-84.6% |