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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 | $138,102-69.0% | $125,381-65.9% | $134,532-68.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,407 | $5,245-16.0% | $4,815-8.5% | $4,741-7.0% |
| Participant deferral / active EE | $11,068 | $7,801+41.9% | $7,448+48.6% | $6,401+72.9% |
| Admin fee / account holder | $3,700 | $11,568-68.0% | $10,007-63.0% | $11,429-67.6% |