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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 | $47,577 | $138,102-65.5% | $125,381-62.1% | $134,532-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.27% | 750.73%-763.0pp | 572.31%-584.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $3,383 | $5,245-35.5% | $4,815-29.7% | $4,741-28.7% |
| Participant deferral / active EE | $3,383 | $7,801-56.6% | $7,448-54.6% | $6,401-47.2% |
| Admin fee / account holder | $17,585 | $11,568+52.0% | $10,007+75.7% | $11,429+53.9% |