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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 | $49,653 | $138,114-64.0% | $125,391-60.4% | $134,545-63.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.29% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.7pp |
| Employer contribution / active EE | $3,315 | $5,246-36.8% | $4,816-31.2% | $4,742-30.1% |
| Participant deferral / active EE | $5,192 | $7,801-33.4% | $7,448-30.3% | $6,401-18.9% |
| Admin fee / account holder | $1,154 | $11,570-90.0% | $10,009-88.5% | $11,431-89.9% |