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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 | $61,522 | $138,078-55.4% | $125,363-50.9% | $134,509-54.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.85% | 750.49%-766.3pp | 572.15%-588.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $1,731 | $5,245-67.0% | $4,815-64.1% | $4,741-63.5% |
| Participant deferral / active EE | $3,881 | $7,800-50.2% | $7,447-47.9% | $6,400-39.4% |
| Admin fee / account holder | $3,507 | $11,566-69.7% | $10,005-64.9% | $11,427-69.3% |