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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 | $50,156 | $138,102-63.7% | $125,381-60.0% | $134,532-62.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.73% | 750.73%-766.5pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $5,252 | $5,245+0.1% | $4,815+9.1% | $4,741+10.8% |
| Participant deferral / active EE | $4,073 | $7,801-47.8% | $7,448-45.3% | $6,401-36.4% |
| Admin fee / account holder | $626 | $11,568-94.6% | $10,007-93.7% | $11,429-94.5% |