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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 | $45,665 | $138,102-66.9% | $125,381-63.6% | $134,532-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.30% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $7,317 | $5,245+39.5% | $4,815+52.0% | $4,741+54.3% |
| Participant deferral / active EE | $3,424 | $7,801-56.1% | $7,448-54.0% | $6,401-46.5% |
| Admin fee / account holder | $5,704 | $11,568-50.7% | $10,007-43.0% | $11,429-50.1% |