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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 | $46,118 | $138,102-66.6% | $125,381-63.2% | $134,532-65.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,856 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $4,429 | $7,801-43.2% | $7,448-40.5% | $6,401-30.8% |
| Admin fee / account holder | $429 | $11,568-96.3% | $10,007-95.7% | $11,429-96.2% |