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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 | $70,606 | $138,102-48.9% | $125,381-43.7% | $134,532-47.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.15% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,477 | $5,245-33.7% | $4,815-27.8% | $4,741-26.7% |
| Participant deferral / active EE | $5,837 | $7,801-25.2% | $7,448-21.6% | $6,401-8.8% |
| Admin fee / account holder | $2,857 | $11,568-75.3% | $10,007-71.5% | $11,429-75.0% |