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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 | $63,266 | $138,102-54.2% | $125,381-49.5% | $134,532-53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.79% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $2,256 | $5,245-57.0% | $4,815-53.1% | $4,741-52.4% |
| Participant deferral / active EE | $3,428 | $7,801-56.0% | $7,448-54.0% | $6,401-46.4% |
| Admin fee / account holder | $1,236 | $11,568-89.3% | $10,007-87.7% | $11,429-89.2% |