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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 | $58,879 | $160,059-63.2% | $140,019-57.9% | $135,380-56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.04% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,317 | $6,420-63.9% | $5,605-58.7% | $4,779-51.5% |
| Participant deferral / active EE | $3,269 | $7,641-57.2% | $6,927-52.8% | $5,609-41.7% |
| Admin fee / account holder | $6,831 | $13,328-48.7% | $10,705-36.2% | $10,828-36.9% |