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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 | $43,039 | $138,102-68.8% | $125,381-65.7% | $134,532-68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.46% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,649 | $5,245-68.6% | $4,815-65.8% | $4,741-65.2% |
| Participant deferral / active EE | $6,445 | $7,801-17.4% | $7,448-13.5% | $6,401+0.7% |
| Admin fee / account holder | $2,213 | $11,568-80.9% | $10,007-77.9% | $11,429-80.6% |