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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 | $60,818 | $138,114-56.0% | $125,391-51.5% | $134,545-54.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.98% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $6,301 | $5,246+20.1% | $4,816+30.8% | $4,742+32.9% |
| Participant deferral / active EE | $5,079 | $7,801-34.9% | $7,448-31.8% | $6,401-20.7% |
| Admin fee / account holder | $2,449 | $11,570-78.8% | $10,009-75.5% | $11,431-78.6% |