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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 | $61,031 | $138,114-55.8% | $125,391-51.3% | $134,545-54.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,595 | $5,246-31.5% | $4,816-25.3% | $4,742-24.2% |
| Participant deferral / active EE | $8,945 | $7,801+14.7% | $7,448+20.1% | $6,401+39.7% |
| Admin fee / account holder | $679 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |