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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 | $62,109 | $138,102-55.0% | $125,381-50.5% | $134,532-53.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.36% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.6pp |
| Employer contribution / active EE | $5,665 | $5,245+8.0% | $4,815+17.7% | $4,741+19.5% |
| Participant deferral / active EE | $7,953 | $7,801+2.0% | $7,448+6.8% | $6,401+24.2% |
| Admin fee / account holder | $2,679 | $11,568-76.8% | $10,007-73.2% | $11,429-76.6% |