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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 | $70,272 | $138,068-49.1% | $125,358-43.9% | $134,493-47.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.60% | 750.30%-764.9pp | 572.03%-586.6pp | 418.01%-432.6pp |
| Employer contribution / active EE | $3,687 | $5,244-29.7% | $4,814-23.4% | $4,740-22.2% |
| Participant deferral / active EE | $12,066 | $7,799+54.7% | $7,447+62.0% | $6,400+88.5% |
| Admin fee / account holder | $17,817 | $11,568+54.0% | $10,007+78.0% | $11,425+55.9% |