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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 | $35,088 | $138,102-74.6% | $125,381-72.0% | $134,532-73.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.43% | 750.73%-760.2pp | 572.31%-581.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $3,333 | $5,245-36.5% | $4,815-30.8% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,181 | $11,568+126.3% | $10,007+161.6% | $11,429+129.1% |