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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 | $73,536 | $138,114-46.8% | $125,391-41.4% | $134,545-45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.50% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,267 | $5,246-56.8% | $4,816-52.9% | $4,742-52.2% |
| Participant deferral / active EE | $5,724 | $7,801-26.6% | $7,448-23.1% | $6,401-10.6% |
| Admin fee / account holder | $609 | $11,570-94.7% | $10,009-93.9% | $11,431-94.7% |