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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 | $73,397 | $138,102-46.9% | $125,381-41.5% | $134,532-45.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,380 | $5,245+40.7% | $4,815+53.3% | $4,741+55.7% |
| Participant deferral / active EE | $15,833 | $7,801+103.0% | $7,448+112.6% | $6,401+147.4% |
| Admin fee / account holder | $3,352 | $11,568-71.0% | $10,007-66.5% | $11,429-70.7% |