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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 | $88,841 | $197,819-55.1% | $155,789-43.0% | $125,389-29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.94% | 86.73%-89.7pp | 71.54%-74.5pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,518 | $4,850-68.7% | $3,839-60.5% | $4,866-68.8% |
| Participant deferral / active EE | $3,889 | $5,631-30.9% | $4,798-18.9% | $5,352-27.3% |
| Admin fee / account holder | $1,060 | $9,544-88.9% | $7,477-85.8% | $9,541-88.9% |