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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 | $38,500 | $138,102-72.1% | $125,381-69.3% | $134,532-71.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.47% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,778 | $5,245-28.0% | $4,815-21.5% | $4,741-20.3% |
| Participant deferral / active EE | $8,410 | $7,801+7.8% | $7,448+12.9% | $6,401+31.4% |
| Admin fee / account holder | $4,087 | $11,568-64.7% | $10,007-59.2% | $11,429-64.2% |