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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 | $49,173 | $138,114-64.4% | $125,391-60.8% | $134,545-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.88%-771.2pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $6,467 | $5,246+23.3% | $4,816+34.3% | $4,742+36.4% |
| Participant deferral / active EE | $14,470 | $7,801+85.5% | $7,448+94.3% | $6,401+126.0% |
| Admin fee / account holder | $1,602 | $11,570-86.2% | $10,009-84.0% | $11,431-86.0% |