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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 | $58,087 | $138,078-57.9% | $125,363-53.7% | $134,509-56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.12% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $3,640 | $5,245-30.6% | $4,815-24.4% | $4,741-23.2% |
| Participant deferral / active EE | $8,494 | $7,800+8.9% | $7,447+14.1% | $6,400+32.7% |
| Admin fee / account holder | $2,161 | $11,566-81.3% | $10,005-78.4% | $11,427-81.1% |