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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 | $63,697 | $138,102-53.9% | $125,381-49.2% | $134,532-52.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.02% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,992 | $5,245-23.9% | $4,815-17.1% | $4,741-15.8% |
| Participant deferral / active EE | $22,180 | $7,801+184.3% | $7,448+197.8% | $6,401+246.5% |
| Admin fee / account holder | $3,092 | $11,568-73.3% | $10,007-69.1% | $11,429-72.9% |