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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 | $63,799 | $138,102-53.8% | $125,381-49.1% | $134,532-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $7,098 | $5,245+35.3% | $4,815+47.4% | $4,741+49.7% |
| Participant deferral / active EE | $3,049 | $7,801-60.9% | $7,448-59.1% | $6,401-52.4% |
| Admin fee / account holder | $16,461 | $11,568+42.3% | $10,007+64.5% | $11,429+44.0% |