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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 | $51,625 | $138,114-62.6% | $125,391-58.8% | $134,545-61.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.63% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,974 | $5,246-43.3% | $4,816-38.2% | $4,742-37.3% |
| Participant deferral / active EE | $6,271 | $7,801-19.6% | $7,448-15.8% | $6,401-2.0% |
| Admin fee / account holder | $6,732 | $11,570-41.8% | $10,009-32.7% | $11,431-41.1% |