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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 | $62,266 | $138,078-54.9% | $125,363-50.3% | $134,509-53.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.82% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $3,903 | $5,245-25.6% | $4,815-18.9% | $4,741-17.7% |
| Participant deferral / active EE | $10,072 | $7,800+29.1% | $7,447+35.2% | $6,400+57.4% |
| Admin fee / account holder | $6,516 | $11,566-43.7% | $10,005-34.9% | $11,427-43.0% |