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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 | $42,857 | $138,102-69.0% | $125,381-65.8% | $134,532-68.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.05% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $4,647 | $5,245-11.4% | $4,815-3.5% | $4,741-2.0% |
| Participant deferral / active EE | $7,079 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $19,688 | $11,568+70.2% | $10,007+96.7% | $11,429+72.3% |