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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 | $53,319 | $138,114-61.4% | $125,391-57.5% | $134,545-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.92% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,557 | $5,246-32.2% | $4,816-26.1% | $4,742-25.0% |
| Participant deferral / active EE | $6,878 | $7,801-11.8% | $7,448-7.7% | $6,401+7.5% |
| Admin fee / account holder | $341 | $11,570-97.1% | $10,009-96.6% | $11,431-97.0% |