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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 | $38,226 | $138,114-72.3% | $125,391-69.5% | $134,545-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.88%-768.4pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,046 | $5,246-41.9% | $4,816-36.8% | $4,742-35.8% |
| Participant deferral / active EE | $21,261 | $7,801+172.5% | $7,448+185.4% | $6,401+232.1% |
| Admin fee / account holder | $12,792 | $11,570+10.6% | $10,009+27.8% | $11,431+11.9% |