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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 | $48,945 | $138,102-64.6% | $125,381-61.0% | $134,532-63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.86% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,433 | $5,245-34.6% | $4,815-28.7% | $4,741-27.6% |
| Participant deferral / active EE | $9,088 | $7,801+16.5% | $7,448+22.0% | $6,401+42.0% |
| Admin fee / account holder | $447 | $11,568-96.1% | $10,007-95.5% | $11,429-96.1% |