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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 | $43,947 | $138,102-68.2% | $125,381-64.9% | $134,532-67.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.36% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $4,848 | $5,245-7.6% | $4,815+0.7% | $4,741+2.2% |
| Participant deferral / active EE | $8,757 | $7,801+12.3% | $7,448+17.6% | $6,401+36.8% |
| Admin fee / account holder | $5,724 | $11,568-50.5% | $10,007-42.8% | $11,429-49.9% |