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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 | $52,839 | $160,059-67.0% | $140,019-62.3% | $135,382-61.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.01% | 911.44%-919.5pp | 651.15%-659.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $3,615 | $6,420-43.7% | $5,605-35.5% | $4,779-24.3% |
| Participant deferral / active EE | $7,584 | $7,641-0.7% | $6,927+9.5% | $5,609+35.2% |
| Admin fee / account holder | $1,999 | $13,328-85.0% | $10,705-81.3% | $10,829-81.5% |