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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 | $69,823 | $138,114-49.4% | $125,391-44.3% | $134,545-48.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.72% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $1,492 | $5,246-71.6% | $4,816-69.0% | $4,742-68.5% |
| Participant deferral / active EE | $9,531 | $7,801+22.2% | $7,448+28.0% | $6,401+48.9% |
| Admin fee / account holder | $584 | $11,570-95.0% | $10,009-94.2% | $11,431-94.9% |