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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 | $78,163 | $138,102-43.4% | $125,381-37.7% | $134,532-41.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,836 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $7,075 | $7,801-9.3% | $7,448-5.0% | $6,401+10.5% |
| Admin fee / account holder | $842 | $11,568-92.7% | $10,007-91.6% | $11,429-92.6% |