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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 | $41,902 | $138,114-69.7% | $125,391-66.6% | $134,545-68.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.01% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $10,542 | $5,246+101.0% | $4,816+118.9% | $4,742+122.3% |
| Participant deferral / active EE | $6,144 | $7,801-21.2% | $7,448-17.5% | $6,401-4.0% |
| Admin fee / account holder | $1,818 | $11,570-84.3% | $10,009-81.8% | $11,431-84.1% |