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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 | $53,915 | $138,068-61.0% | $125,358-57.0% | $134,493-59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.30%-765.4pp | 572.03%-587.1pp | 418.01%-433.1pp |
| Employer contribution / active EE | $6,397 | $5,244+22.0% | $4,814+32.9% | $4,740+35.0% |
| Participant deferral / active EE | $9,622 | $7,799+23.4% | $7,447+29.2% | $6,400+50.3% |
| Admin fee / account holder | $2,069 | $11,568-82.1% | $10,007-79.3% | $11,425-81.9% |