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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 | $69,150 | $138,078-49.9% | $125,363-44.8% | $134,509-48.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.20% | 750.49%-769.7pp | 572.15%-591.4pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,162 | $5,245-39.7% | $4,815-34.3% | $4,741-33.3% |
| Participant deferral / active EE | $3,701 | $7,800-52.5% | $7,447-50.3% | $6,400-42.2% |
| Admin fee / account holder | $1,996 | $11,566-82.7% | $10,005-80.1% | $11,427-82.5% |