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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 | $40,537 | $138,114-70.6% | $125,391-67.7% | $134,545-69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.36% | 750.88%-771.2pp | 572.41%-592.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $5,725 | $5,246+9.1% | $4,816+18.9% | $4,742+20.8% |
| Participant deferral / active EE | $9,120 | $7,801+16.9% | $7,448+22.4% | $6,401+42.5% |
| Admin fee / account holder | $1,928 | $11,570-83.3% | $10,009-80.7% | $11,431-83.1% |