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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 | $58,381 | $138,102-57.7% | $125,381-53.4% | $134,532-56.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.50% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,506 | $5,245-71.3% | $4,815-68.7% | $4,741-68.2% |
| Participant deferral / active EE | $4,531 | $7,801-41.9% | $7,448-39.2% | $6,401-29.2% |
| Admin fee / account holder | $1,923 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |