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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 | $81,703 | $138,114-40.8% | $125,391-34.8% | $134,545-39.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,888 | $5,246-44.9% | $4,816-40.0% | $4,742-39.1% |
| Participant deferral / active EE | $6,649 | $7,801-14.8% | $7,448-10.7% | $6,401+3.9% |
| Admin fee / account holder | $2,401 | $11,570-79.2% | $10,009-76.0% | $11,431-79.0% |