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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 | $59,179 | $138,102-57.1% | $125,381-52.8% | $134,532-56.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.10% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,847 | $5,245-26.7% | $4,815-20.1% | $4,741-18.9% |
| Participant deferral / active EE | $21,500 | $7,801+175.6% | $7,448+188.7% | $6,401+235.9% |
| Admin fee / account holder | $388 | $11,568-96.7% | $10,007-96.1% | $11,429-96.6% |