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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 | $54,188 | $138,114-60.8% | $125,391-56.8% | $134,545-59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.14% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,545 | $5,246-13.4% | $4,816-5.6% | $4,742-4.1% |
| Participant deferral / active EE | $13,607 | $7,801+74.4% | $7,448+82.7% | $6,401+112.6% |
| Admin fee / account holder | $5,564 | $11,570-51.9% | $10,009-44.4% | $11,431-51.3% |