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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 | $58,741 | $138,078-57.5% | $125,363-53.1% | $134,509-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.11% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.2pp |
| Employer contribution / active EE | $2,966 | $5,245-43.5% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $5,953 | $7,800-23.7% | $7,447-20.1% | $6,400-7.0% |
| Admin fee / account holder | $31,614 | $11,566+173.3% | $10,005+216.0% | $11,427+176.7% |