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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 | $60,900 | $138,114-55.9% | $125,391-51.4% | $134,545-54.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.41% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $12,961 | $5,246+147.1% | $4,816+169.1% | $4,742+173.4% |
| Participant deferral / active EE | $6,791 | $7,801-12.9% | $7,448-8.8% | $6,401+6.1% |
| Admin fee / account holder | $1,097 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |