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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 | $59,293 | $138,114-57.1% | $125,391-52.7% | $134,545-55.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.59% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $5,122 | $5,246-2.4% | $4,816+6.4% | $4,742+8.0% |
| Participant deferral / active EE | $6,075 | $7,801-22.1% | $7,448-18.4% | $6,401-5.1% |
| Admin fee / account holder | $2,244 | $11,570-80.6% | $10,009-77.6% | $11,431-80.4% |