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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 | $47,063 | $138,114-65.9% | $125,391-62.5% | $134,545-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $7,019 | $5,246+33.8% | $4,816+45.7% | $4,742+48.0% |
| Participant deferral / active EE | $7,921 | $7,801+1.5% | $7,448+6.3% | $6,401+23.7% |
| Admin fee / account holder | $6,734 | $11,570-41.8% | $10,009-32.7% | $11,431-41.1% |