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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 | $52,231 | $138,114-62.2% | $125,391-58.3% | $134,545-61.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,859 | $5,246-45.5% | $4,816-40.6% | $4,742-39.7% |
| Participant deferral / active EE | $7,835 | $7,801+0.4% | $7,448+5.2% | $6,401+22.4% |
| Admin fee / account holder | $2,837 | $11,570-75.5% | $10,009-71.7% | $11,431-75.2% |