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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 | $68,848 | $135,645-49.2% | $110,243-37.5% | $135,380-49.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $17,445 | $4,907+255.5% | $3,827+355.9% | $4,779+265.0% |
| Participant deferral / active EE | $11,042 | $5,507+100.5% | $4,672+136.3% | $5,609+96.9% |
| Admin fee / account holder | $36,939 | $11,458+222.4% | $8,548+332.2% | $10,828+241.1% |