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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 | $45,705 | $138,102-66.9% | $125,381-63.5% | $134,532-66.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $6,463 | $5,245+23.2% | $4,815+34.2% | $4,741+36.3% |
| Participant deferral / active EE | $6,541 | $7,801-16.1% | $7,448-12.2% | $6,401+2.2% |
| Admin fee / account holder | $87,286 | $11,568+654.5% | $10,007+772.2% | $11,429+663.8% |