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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 | $50,041 | $138,114-63.8% | $125,391-60.1% | $134,545-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.95% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,752 | $5,246-47.5% | $4,816-42.8% | $4,742-42.0% |
| Participant deferral / active EE | $7,956 | $7,801+2.0% | $7,448+6.8% | $6,401+24.3% |
| Admin fee / account holder | $7,493 | $11,570-35.2% | $10,009-25.1% | $11,431-34.4% |