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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 | $55,423 | $138,078-59.9% | $125,363-55.8% | $134,509-58.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.49%-770.1pp | 572.15%-591.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,933 | $5,245-25.0% | $4,815-18.3% | $4,741-17.0% |
| Participant deferral / active EE | $8,690 | $7,800+11.4% | $7,447+16.7% | $6,400+35.8% |
| Admin fee / account holder | $1,969 | $11,566-83.0% | $10,005-80.3% | $11,427-82.8% |