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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 | $67,813 | $138,102-50.9% | $125,381-45.9% | $134,532-49.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.06% | 750.73%-759.8pp | 572.31%-581.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $3,120 | $5,245-40.5% | $4,815-35.2% | $4,741-34.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $707 | $11,568-93.9% | $10,007-92.9% | $11,429-93.8% |