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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 | $47,086 | $138,078-65.9% | $125,363-62.4% | $134,509-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.93% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,439 | $5,245-53.5% | $4,815-49.3% | $4,741-48.5% |
| Participant deferral / active EE | $6,661 | $7,800-14.6% | $7,447-10.6% | $6,400+4.1% |
| Admin fee / account holder | $1,764 | $11,566-84.7% | $10,005-82.4% | $11,427-84.6% |