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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 | $118,869 | $138,114-13.9% | $125,391-5.2% | $134,545-11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.66% | 750.88%-766.5pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $5,005 | $5,246-4.6% | $4,816+3.9% | $4,742+5.6% |
| Participant deferral / active EE | $10,967 | $7,801+40.6% | $7,448+47.2% | $6,401+71.3% |
| Admin fee / account holder | $694 | $11,570-94.0% | $10,009-93.1% | $11,431-93.9% |