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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 | $44,977 | $190,843-76.4% | $159,981-71.9% | $134,493-66.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.39% | 552.37%-569.8pp | 408.70%-426.1pp | 418.01%-435.4pp |
| Employer contribution / active EE | $2,239 | $4,993-55.2% | $4,224-47.0% | $4,740-52.8% |
| Participant deferral / active EE | $1,444 | $6,923-79.1% | $6,182-76.6% | $6,400-77.4% |
| Admin fee / account holder | $7,573 | $10,475-27.7% | $8,700-13.0% | $11,425-33.7% |