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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 | $39,209 | $138,068-71.6% | $125,358-68.7% | $134,493-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.24% | 750.30%-769.5pp | 572.03%-591.3pp | 418.01%-437.3pp |
| Employer contribution / active EE | $4,407 | $5,244-16.0% | $4,814-8.5% | $4,740-7.0% |
| Participant deferral / active EE | $6,232 | $7,799-20.1% | $7,447-16.3% | $6,400-2.6% |
| Admin fee / account holder | $712 | $11,568-93.8% | $10,007-92.9% | $11,425-93.8% |