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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 | $47,570 | $138,114-65.6% | $125,391-62.1% | $134,545-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,780 | $5,246-8.9% | $4,816-0.8% | $4,742+0.8% |
| Participant deferral / active EE | $15,585 | $7,801+99.8% | $7,448+109.2% | $6,401+143.5% |
| Admin fee / account holder | $6,902 | $11,570-40.3% | $10,009-31.0% | $11,431-39.6% |