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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 | $64,595 | $138,068-53.2% | $125,358-48.5% | $134,493-52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.04% | 750.30%-765.3pp | 572.03%-587.1pp | 418.01%-433.1pp |
| Employer contribution / active EE | $3,310 | $5,244-36.9% | $4,814-31.2% | $4,740-30.2% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $715 | $11,568-93.8% | $10,007-92.9% | $11,425-93.7% |