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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 | $79,338 | $138,114-42.6% | $125,391-36.7% | $134,545-41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,426 | $5,246-34.7% | $4,816-28.9% | $4,742-27.8% |
| Participant deferral / active EE | $6,079 | $7,801-22.1% | $7,448-18.4% | $6,401-5.0% |
| Admin fee / account holder | $5,584 | $11,570-51.7% | $10,009-44.2% | $11,431-51.2% |