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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 | $49,100 | $138,102-64.4% | $125,381-60.8% | $134,532-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.97% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,983 | $5,245+14.1% | $4,815+24.3% | $4,741+26.2% |
| Participant deferral / active EE | $5,644 | $7,801-27.6% | $7,448-24.2% | $6,401-11.8% |
| Admin fee / account holder | $6,385 | $11,568-44.8% | $10,007-36.2% | $11,429-44.1% |