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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 | $38,854 | $138,078-71.9% | $125,363-69.0% | $134,509-71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.36% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $3,990 | $5,245-23.9% | $4,815-17.1% | $4,741-15.8% |
| Participant deferral / active EE | $7,227 | $7,800-7.3% | $7,447-3.0% | $6,400+12.9% |
| Admin fee / account holder | $311 | $11,566-97.3% | $10,005-96.9% | $11,427-97.3% |