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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 | $65,463 | $88,585-26.1% | $69,884-6.3% | $134,532-51.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.20% | 442.80%-459.0pp | 190.81%-207.0pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,525 | $3,235+9.0% | $2,560+37.7% | $4,741-25.7% |
| Participant deferral / active EE | $9,637 | $4,770+102.0% | $3,848+150.4% | $6,401+50.6% |
| Admin fee / account holder | $12,763 | $10,441+22.2% | $6,266+103.7% | $11,429+11.7% |