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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 | $88,135 | $138,102-36.2% | $125,381-29.7% | $134,532-34.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.59% | 750.73%-758.3pp | 572.31%-579.9pp | 418.27%-425.9pp |
| Employer contribution / active EE | $2,463 | $5,245-53.0% | $4,815-48.8% | $4,741-48.0% |
| Participant deferral / active EE | $6,820 | $7,801-12.6% | $7,448-8.4% | $6,401+6.6% |
| Admin fee / account holder | $3,156 | $11,568-72.7% | $10,007-68.5% | $11,429-72.4% |