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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 | $54,395 | $138,114-60.6% | $125,391-56.6% | $134,545-59.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.08% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $5,519 | $5,246+5.2% | $4,816+14.6% | $4,742+16.4% |
| Participant deferral / active EE | $6,497 | $7,801-16.7% | $7,448-12.8% | $6,401+1.5% |
| Admin fee / account holder | $2,277 | $11,570-80.3% | $10,009-77.2% | $11,431-80.1% |