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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 | $44,131 | $138,102-68.0% | $125,381-64.8% | $134,532-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.18% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $6,211 | $5,245+18.4% | $4,815+29.0% | $4,741+31.0% |
| Participant deferral / active EE | $10,125 | $7,801+29.8% | $7,448+35.9% | $6,401+58.2% |
| Admin fee / account holder | $4,313 | $11,568-62.7% | $10,007-56.9% | $11,429-62.3% |