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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 | $63,783 | $138,102-53.8% | $125,381-49.1% | $134,532-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.68% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $4,217 | $5,245-19.6% | $4,815-12.4% | $4,741-11.1% |
| Participant deferral / active EE | $2,875 | $7,801-63.1% | $7,448-61.4% | $6,401-55.1% |
| Admin fee / account holder | $1,040 | $11,568-91.0% | $10,007-89.6% | $11,429-90.9% |