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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 | $67,719 | $138,102-51.0% | $125,381-46.0% | $134,532-49.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.02% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $7,397 | $5,245+41.0% | $4,815+53.6% | $4,741+56.0% |
| Participant deferral / active EE | $8,743 | $7,801+12.1% | $7,448+17.4% | $6,401+36.6% |
| Admin fee / account holder | $2,023 | $11,568-82.5% | $10,007-79.8% | $11,429-82.3% |