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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 | $68,554 | $138,102-50.4% | $125,381-45.3% | $134,532-49.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $5,178 | $5,245-1.3% | $4,815+7.5% | $4,741+9.2% |
| Participant deferral / active EE | $12,566 | $7,801+61.1% | $7,448+68.7% | $6,401+96.3% |
| Admin fee / account holder | $1,379 | $11,568-88.1% | $10,007-86.2% | $11,429-87.9% |