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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 | $49,046 | $138,102-64.5% | $125,381-60.9% | $134,532-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.07% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,967 | $5,245-43.4% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $11,213 | $7,801+43.7% | $7,448+50.6% | $6,401+75.2% |
| Admin fee / account holder | $10,508 | $11,568-9.2% | $10,007+5.0% | $11,429-8.1% |