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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 | $73,043 | $138,114-47.1% | $125,391-41.7% | $134,545-45.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.88%-770.2pp | 572.41%-591.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,513 | $5,246-52.1% | $4,816-47.8% | $4,742-47.0% |
| Participant deferral / active EE | $11,420 | $7,801+46.4% | $7,448+53.3% | $6,401+78.4% |
| Admin fee / account holder | $13,083 | $11,570+13.1% | $10,009+30.7% | $11,431+14.5% |