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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 | $73,476 | $138,114-46.8% | $125,391-41.4% | $134,545-45.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.43% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,684 | $5,246-67.9% | $4,816-65.0% | $4,742-64.5% |
| Participant deferral / active EE | $5,153 | $7,801-34.0% | $7,448-30.8% | $6,401-19.5% |
| Admin fee / account holder | $400 | $11,570-96.5% | $10,009-96.0% | $11,431-96.5% |