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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 | $76,584 | $138,114-44.5% | $125,391-38.9% | $134,545-43.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.28% | 750.88%-768.2pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,400 | $5,246-35.2% | $4,816-29.4% | $4,742-28.3% |
| Participant deferral / active EE | $9,657 | $7,801+23.8% | $7,448+29.7% | $6,401+50.9% |
| Admin fee / account holder | $4,076 | $11,570-64.8% | $10,009-59.3% | $11,431-64.3% |