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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 | $73,051 | $138,068-47.1% | $125,358-41.7% | $134,493-45.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.48% | 750.30%-759.8pp | 572.03%-581.5pp | 418.01%-427.5pp |
| Employer contribution / active EE | $6,298 | $5,244+20.1% | $4,814+30.8% | $4,740+32.9% |
| Participant deferral / active EE | $3,875 | $7,799-50.3% | $7,447-48.0% | $6,400-39.5% |
| Admin fee / account holder | $379 | $11,568-96.7% | $10,007-96.2% | $11,425-96.7% |