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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 | $50,577 | $138,102-63.4% | $125,381-59.7% | $134,532-62.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.27% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,344 | $5,245-36.2% | $4,815-30.6% | $4,741-29.5% |
| Participant deferral / active EE | $6,849 | $7,801-12.2% | $7,448-8.0% | $6,401+7.0% |
| Admin fee / account holder | $2,099 | $11,568-81.9% | $10,007-79.0% | $11,429-81.6% |