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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 | $64,252 | $138,114-53.5% | $125,391-48.8% | $134,545-52.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.92% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,637 | $5,246+7.5% | $4,816+17.1% | $4,742+18.9% |
| Participant deferral / active EE | $5,125 | $7,801-34.3% | $7,448-31.2% | $6,401-19.9% |
| Admin fee / account holder | $339 | $11,570-97.1% | $10,009-96.6% | $11,431-97.0% |