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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 | $53,779 | $138,114-61.1% | $125,391-57.1% | $134,545-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.18% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,530 | $5,246-51.8% | $4,816-47.5% | $4,742-46.6% |
| Participant deferral / active EE | $4,456 | $7,801-42.9% | $7,448-40.2% | $6,401-30.4% |
| Admin fee / account holder | $1,541 | $11,570-86.7% | $10,009-84.6% | $11,431-86.5% |