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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 | $56,937 | $138,078-58.8% | $125,363-54.6% | $134,509-57.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.95% | 750.49%-768.4pp | 572.15%-590.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $2,625 | $5,245-49.9% | $4,815-45.5% | $4,741-44.6% |
| Participant deferral / active EE | $7,474 | $7,800-4.2% | $7,447+0.4% | $6,400+16.8% |
| Admin fee / account holder | $423 | $11,566-96.3% | $10,005-95.8% | $11,427-96.3% |