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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 | $71,246 | $138,114-48.4% | $125,391-43.2% | $134,545-47.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.94% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $8,021 | $5,246+52.9% | $4,816+66.6% | $4,742+69.2% |
| Participant deferral / active EE | $5,464 | $7,801-30.0% | $7,448-26.6% | $6,401-14.6% |
| Admin fee / account holder | $546 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |