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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 | $66,422 | $138,102-51.9% | $125,381-47.0% | $134,532-50.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,607 | $5,245-50.3% | $4,815-45.9% | $4,741-45.0% |
| Participant deferral / active EE | $9,362 | $7,801+20.0% | $7,448+25.7% | $6,401+46.3% |
| Admin fee / account holder | $1,466 | $11,568-87.3% | $10,007-85.4% | $11,429-87.2% |