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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 | $32,674 | $135,645-75.9% | $110,243-70.4% | $135,379-75.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 513.24%-518.8pp | 314.76%-320.3pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,747 | $4,907-64.4% | $3,827-54.3% | $4,779-63.4% |
| Participant deferral / active EE | $4,398 | $5,507-20.1% | $4,672-5.9% | $5,609-21.6% |
| Admin fee / account holder | $940 | $11,458-91.8% | $8,548-89.0% | $10,828-91.3% |