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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 | $76,908 | $138,114-44.3% | $125,391-38.7% | $134,545-42.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.54% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $3,557 | $5,246-32.2% | $4,816-26.1% | $4,742-25.0% |
| Participant deferral / active EE | $10,567 | $7,801+35.5% | $7,448+41.9% | $6,401+65.1% |
| Admin fee / account holder | $15,225 | $11,570+31.6% | $10,009+52.1% | $11,431+33.2% |