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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 | $54,229 | $138,114-60.7% | $125,391-56.8% | $134,545-59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.92% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,794 | $5,246-27.7% | $4,816-21.2% | $4,742-20.0% |
| Participant deferral / active EE | $7,167 | $7,801-8.1% | $7,448-3.8% | $6,401+12.0% |
| Admin fee / account holder | $1,099 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |