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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 | $68,118 | $138,102-50.7% | $125,381-45.7% | $134,532-49.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.63% | 750.73%-771.4pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $8,161 | $5,245+55.6% | $4,815+69.5% | $4,741+72.1% |
| Participant deferral / active EE | $24,286 | $7,801+211.3% | $7,448+226.1% | $6,401+279.4% |
| Admin fee / account holder | $2,783 | $11,568-75.9% | $10,007-72.2% | $11,429-75.6% |