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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 | $41,884 | $138,078-69.7% | $125,363-66.6% | $134,509-68.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.94% | 750.49%-766.4pp | 572.15%-588.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $3,342 | $5,245-36.3% | $4,815-30.6% | $4,741-29.5% |
| Participant deferral / active EE | $11,144 | $7,800+42.9% | $7,447+49.6% | $6,400+74.1% |
| Admin fee / account holder | $7,727 | $11,566-33.2% | $10,005-22.8% | $11,427-32.4% |