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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 | $47,172 | $138,102-65.8% | $125,381-62.4% | $134,532-64.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.45% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,976 | $5,245-62.3% | $4,815-59.0% | $4,741-58.3% |
| Participant deferral / active EE | $4,758 | $7,801-39.0% | $7,448-36.1% | $6,401-25.7% |
| Admin fee / account holder | $561 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |