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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 | $48,957 | $138,102-64.5% | $125,381-61.0% | $134,532-63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.53% | 750.73%-771.3pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,348 | $5,245-55.2% | $4,815-51.2% | $4,741-50.5% |
| Participant deferral / active EE | $8,233 | $7,801+5.5% | $7,448+10.5% | $6,401+28.6% |
| Admin fee / account holder | $7,156 | $11,568-38.1% | $10,007-28.5% | $11,429-37.4% |