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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 | $42,778 | $138,078-69.0% | $125,363-65.9% | $134,509-68.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $4,407 | $5,245-16.0% | $4,815-8.5% | $4,741-7.0% |
| Participant deferral / active EE | $11,068 | $7,800+41.9% | $7,447+48.6% | $6,400+72.9% |
| Admin fee / account holder | $3,700 | $11,566-68.0% | $10,005-63.0% | $11,427-67.6% |