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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 | $85,815 | $138,102-37.9% | $125,381-31.6% | $134,532-36.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.24% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,638 | $5,245-49.7% | $4,815-45.2% | $4,741-44.4% |
| Participant deferral / active EE | $6,430 | $7,801-17.6% | $7,448-13.7% | $6,401+0.5% |
| Admin fee / account holder | $338 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |