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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 | $55,896 | $138,102-59.5% | $125,381-55.4% | $134,532-58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.17% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $4,058 | $5,245-22.6% | $4,815-15.7% | $4,741-14.4% |
| Participant deferral / active EE | $8,116 | $7,801+4.0% | $7,448+9.0% | $6,401+26.8% |
| Admin fee / account holder | $12,228 | $11,568+5.7% | $10,007+22.2% | $11,429+7.0% |