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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 | $21,793 | $138,114-84.2% | $125,391-82.6% | $134,545-83.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,333 | $5,246-36.5% | $4,816-30.8% | $4,742-29.7% |
| Participant deferral / active EE | $5,385 | $7,801-31.0% | $7,448-27.7% | $6,401-15.9% |
| Admin fee / account holder | $1,834 | $11,570-84.1% | $10,009-81.7% | $11,431-84.0% |