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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 | $53,307 | $138,102-61.4% | $125,381-57.5% | $134,532-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.73% | 750.73%-765.5pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,374 | $5,245-73.8% | $4,815-71.5% | $4,741-71.0% |
| Participant deferral / active EE | $6,085 | $7,801-22.0% | $7,448-18.3% | $6,401-4.9% |
| Admin fee / account holder | $1,173 | $11,568-89.9% | $10,007-88.3% | $11,429-89.7% |