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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 | $77,377 | $168,635-54.1% | $147,617-47.6% | $125,389-38.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.35% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,761 | $6,252-39.8% | $5,564-32.4% | $4,866-22.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $756 | $13,580-94.4% | $11,612-93.5% | $9,541-92.1% |