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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 | $61,623 | $138,102-55.4% | $125,381-50.9% | $134,532-54.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.57% | 750.73%-753.3pp | 572.31%-574.9pp | 418.27%-420.8pp |
| Employer contribution / active EE | $4,456 | $5,245-15.0% | $4,815-7.5% | $4,741-6.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,491 | $11,568+120.4% | $10,007+154.7% | $11,429+123.0% |