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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 | $64,339 | $138,078-53.4% | $125,363-48.7% | $134,509-52.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.90% | 750.49%-770.4pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,681 | $5,245-48.9% | $4,815-44.3% | $4,741-43.4% |
| Participant deferral / active EE | $5,530 | $7,800-29.1% | $7,447-25.7% | $6,400-13.6% |
| Admin fee / account holder | $1,718 | $11,566-85.1% | $10,005-82.8% | $11,427-85.0% |