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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 | $76,863 | $138,114-44.3% | $125,391-38.7% | $134,545-42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.26% | 750.88%-761.1pp | 572.41%-582.7pp | 418.37%-428.6pp |
| Employer contribution / active EE | $3,069 | $5,246-41.5% | $4,816-36.3% | $4,742-35.3% |
| Participant deferral / active EE | $3,250 | $7,801-58.3% | $7,448-56.4% | $6,401-49.2% |
| Admin fee / account holder | $4,034 | $11,570-65.1% | $10,009-59.7% | $11,431-64.7% |