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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 | $30,471 | $138,102-77.9% | $125,381-75.7% | $134,532-77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.66% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $4,534 | $5,245-13.6% | $4,815-5.8% | $4,741-4.4% |
| Participant deferral / active EE | $10,046 | $7,801+28.8% | $7,448+34.9% | $6,401+57.0% |
| Admin fee / account holder | $8,259 | $11,568-28.6% | $10,007-17.5% | $11,429-27.7% |