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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 | $67,158 | $138,114-51.4% | $125,391-46.4% | $134,545-50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,962 | $5,246-62.6% | $4,816-59.3% | $4,742-58.6% |
| Participant deferral / active EE | $5,630 | $7,801-27.8% | $7,448-24.4% | $6,401-12.0% |
| Admin fee / account holder | $762 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |