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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 | $38,990 | $54,370-28.3% | $82,763-52.9% | $68,490-43.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.44% | -13.67%+0.2pp | 702.45%-715.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $6,316 | $2,219+184.6% | $3,008+109.9% | $2,597+143.2% |
| Participant deferral / active EE | $9,534 | $3,247+193.6% | $4,395+116.9% | $4,028+136.7% |
| Admin fee / account holder | $30,500 | $4,398+593.5% | $5,325+472.8% | $5,403+464.5% |