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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 | $44,187 | $138,114-68.0% | $125,391-64.8% | $134,545-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,085 | $5,246-60.3% | $4,816-56.7% | $4,742-56.0% |
| Participant deferral / active EE | $2,749 | $7,801-64.8% | $7,448-63.1% | $6,401-57.1% |
| Admin fee / account holder | $10,591 | $11,570-8.5% | $10,009+5.8% | $11,431-7.3% |