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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 | $53,518 | $190,862-72.0% | $159,991-66.5% | $134,509-60.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.55% | 552.59%-563.1pp | 408.82%-419.4pp | 418.13%-428.7pp |
| Employer contribution / active EE | $2,156 | $4,995-56.8% | $4,225-49.0% | $4,741-54.5% |
| Participant deferral / active EE | $8,334 | $6,924+20.4% | $6,183+34.8% | $6,400+30.2% |
| Admin fee / account holder | $121,087 | $10,495+1053.8% | $8,715+1289.5% | $11,427+959.7% |