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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 | $44,323 | $135,645-67.3% | $110,243-59.8% | $135,380-67.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.97% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $3,767 | $4,907-23.2% | $3,827-1.6% | $4,779-21.2% |
| Participant deferral / active EE | $3,587 | $5,507-34.9% | $4,672-23.2% | $5,609-36.1% |
| Admin fee / account holder | $1,024 | $11,458-91.1% | $8,548-88.0% | $10,828-90.5% |