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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 | $55,072 | $138,114-60.1% | $125,391-56.1% | $134,545-59.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.54% | 750.88%-767.4pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $8,810 | $5,246+67.9% | $4,816+82.9% | $4,742+85.8% |
| Participant deferral / active EE | $4,675 | $7,801-40.1% | $7,448-37.2% | $6,401-27.0% |
| Admin fee / account holder | $2,996 | $11,570-74.1% | $10,009-70.1% | $11,431-73.8% |