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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 | $48,254 | $138,102-65.1% | $125,381-61.5% | $134,532-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.21% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,201 | $5,245-58.0% | $4,815-54.3% | $4,741-53.6% |
| Participant deferral / active EE | $10,950 | $7,801+40.4% | $7,448+47.0% | $6,401+71.1% |
| Admin fee / account holder | $12,048 | $11,568+4.1% | $10,007+20.4% | $11,429+5.4% |