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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 | $58,054 | $138,114-58.0% | $125,391-53.7% | $134,545-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.70% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,680 | $5,246-29.9% | $4,816-23.6% | $4,742-22.4% |
| Participant deferral / active EE | $10,515 | $7,801+34.8% | $7,448+41.2% | $6,401+64.3% |
| Admin fee / account holder | $9,269 | $11,570-19.9% | $10,009-7.4% | $11,431-18.9% |