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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 | $86,328 | $138,078-37.5% | $125,363-31.1% | $134,509-35.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.94% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,758 | $5,245-28.3% | $4,815-21.9% | $4,741-20.7% |
| Participant deferral / active EE | $10,668 | $7,800+36.8% | $7,447+43.2% | $6,400+66.7% |
| Admin fee / account holder | $1,210 | $11,566-89.5% | $10,005-87.9% | $11,427-89.4% |