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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 | $72,302 | $138,102-47.6% | $125,381-42.3% | $134,532-46.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.98% | 750.73%-752.7pp | 572.31%-574.3pp | 418.27%-420.2pp |
| Employer contribution / active EE | $1,159 | $5,245-77.9% | $4,815-75.9% | $4,741-75.6% |
| Participant deferral / active EE | $11,550 | $7,801+48.1% | $7,448+55.1% | $6,401+80.4% |
| Admin fee / account holder | $625,186 | $11,568+5304.4% | $10,007+6147.4% | $11,429+5370.4% |