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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 | $35,512 | $138,114-74.3% | $125,391-71.7% | $134,545-73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.68% | 750.88%-758.6pp | 572.41%-580.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $5,197 | $5,246-0.9% | $4,816+7.9% | $4,742+9.6% |
| Participant deferral / active EE | $10,538 | $7,801+35.1% | $7,448+41.5% | $6,401+64.6% |
| Admin fee / account holder | $9,000 | $11,570-22.2% | $10,009-10.1% | $11,431-21.3% |