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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 | $50,711 | $138,102-63.3% | $125,381-59.6% | $134,532-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.23% | 750.73%-764.0pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,649 | $5,245-49.5% | $4,815-45.0% | $4,741-44.1% |
| Participant deferral / active EE | $7,736 | $7,801-0.8% | $7,448+3.9% | $6,401+20.9% |
| Admin fee / account holder | $5,872 | $11,568-49.2% | $10,007-41.3% | $11,429-48.6% |