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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 | $68,792 | $138,102-50.2% | $125,381-45.1% | $134,532-48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $3,350 | $5,245-36.1% | $4,815-30.4% | $4,741-29.3% |
| Participant deferral / active EE | $8,665 | $7,801+11.1% | $7,448+16.3% | $6,401+35.4% |
| Admin fee / account holder | $350 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |