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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 | $43,305 | $138,102-68.6% | $125,381-65.5% | $134,532-67.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.07% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $4,239 | $5,245-19.2% | $4,815-12.0% | $4,741-10.6% |
| Participant deferral / active EE | $19,877 | $7,801+154.8% | $7,448+166.9% | $6,401+210.5% |
| Admin fee / account holder | $7,960 | $11,568-31.2% | $10,007-20.5% | $11,429-30.3% |