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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 | $53,153 | $138,102-61.5% | $125,381-57.6% | $134,532-60.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.37% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $7,386 | $5,245+40.8% | $4,815+53.4% | $4,741+55.8% |
| Participant deferral / active EE | $21,494 | $7,801+175.5% | $7,448+188.6% | $6,401+235.8% |
| Admin fee / account holder | $9,959 | $11,568-13.9% | $10,007-0.5% | $11,429-12.9% |