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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 | $48,962 | $160,059-69.4% | $140,019-65.0% | $135,380-63.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.48% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $3,490 | $6,420-45.6% | $5,605-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $9,452 | $7,641+23.7% | $6,927+36.5% | $5,609+68.5% |
| Admin fee / account holder | $26,362 | $13,328+97.8% | $10,705+146.3% | $10,828+143.5% |