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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 | $65,383 | $180,459-63.8% | $154,108-57.6% | $135,380-51.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.83% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $13,787 | $6,035+128.5% | $5,298+160.3% | $4,779+188.5% |
| Participant deferral / active EE | $4,180 | $5,806-28.0% | $5,081-17.7% | $5,609-25.5% |
| Admin fee / account holder | $10,880 | $16,145-32.6% | $13,411-18.9% | $10,828+0.5% |