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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 | $82,881 | $138,114-40.0% | $125,391-33.9% | $134,545-38.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.39% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,718 | $5,246-48.2% | $4,816-43.6% | $4,742-42.7% |
| Participant deferral / active EE | $9,527 | $7,801+22.1% | $7,448+27.9% | $6,401+48.8% |
| Admin fee / account holder | $2,139 | $11,570-81.5% | $10,009-78.6% | $11,431-81.3% |