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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 | $51,350 | $138,078-62.8% | $125,363-59.0% | $134,509-61.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.56% | 750.49%-760.0pp | 572.15%-581.7pp | 418.13%-427.7pp |
| Employer contribution / active EE | $2,829 | $5,245-46.1% | $4,815-41.2% | $4,741-40.3% |
| Participant deferral / active EE | $8,983 | $7,800+15.2% | $7,447+20.6% | $6,400+40.3% |
| Admin fee / account holder | $788 | $11,566-93.2% | $10,005-92.1% | $11,427-93.1% |