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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 | $50,308 | $138,078-63.6% | $125,363-59.9% | $134,509-62.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.27% | 750.49%-767.8pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,966 | $5,245-43.4% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $6,671 | $7,800-14.5% | $7,447-10.4% | $6,400+4.2% |
| Admin fee / account holder | $5,641 | $11,566-51.2% | $10,005-43.6% | $11,427-50.6% |