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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 | $52,726 | $138,102-61.8% | $125,381-57.9% | $134,532-60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.69% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,009 | $5,245-61.7% | $4,815-58.3% | $4,741-57.6% |
| Participant deferral / active EE | $8,498 | $7,801+8.9% | $7,448+14.1% | $6,401+32.8% |
| Admin fee / account holder | $13,716 | $11,568+18.6% | $10,007+37.1% | $11,429+20.0% |