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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 | $52,615 | $138,078-61.9% | $125,363-58.0% | $134,509-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.45% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,927 | $5,245-25.1% | $4,815-18.4% | $4,741-17.2% |
| Participant deferral / active EE | $9,301 | $7,800+19.3% | $7,447+24.9% | $6,400+45.3% |
| Admin fee / account holder | $550 | $11,566-95.2% | $10,005-94.5% | $11,427-95.2% |