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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 | $50,717 | $138,102-63.3% | $125,381-59.6% | $134,532-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.76% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,948 | $5,245-24.7% | $4,815-18.0% | $4,741-16.7% |
| Participant deferral / active EE | $9,443 | $7,801+21.1% | $7,448+26.8% | $6,401+47.5% |
| Admin fee / account holder | $897 | $11,568-92.2% | $10,007-91.0% | $11,429-92.2% |