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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 | $87,057 | $138,102-37.0% | $125,381-30.6% | $134,532-35.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.06% | 750.73%-763.8pp | 572.31%-585.4pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,081 | $5,245+15.9% | $4,815+26.3% | $4,741+28.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,791 | $11,568-24.0% | $10,007-12.2% | $11,429-23.1% |