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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 | $58,987 | $138,114-57.3% | $125,391-53.0% | $134,545-56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,062 | $5,246-60.7% | $4,816-57.2% | $4,742-56.5% |
| Participant deferral / active EE | $10,541 | $7,801+35.1% | $7,448+41.5% | $6,401+64.7% |
| Admin fee / account holder | $3,656 | $11,570-68.4% | $10,009-63.5% | $11,431-68.0% |