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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 | $71,472 | $138,114-48.3% | $125,391-43.0% | $134,545-46.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.12% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,227 | $5,246+18.7% | $4,816+29.3% | $4,742+31.3% |
| Participant deferral / active EE | $12,296 | $7,801+57.6% | $7,448+65.1% | $6,401+92.1% |
| Admin fee / account holder | $10,184 | $11,570-12.0% | $10,009+1.8% | $11,431-10.9% |