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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 | $121,890 | $138,102-11.7% | $125,381-2.8% | $134,532-9.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.59% | 750.73%-763.3pp | 572.31%-584.9pp | 418.27%-430.9pp |
| Employer contribution / active EE | $3,698 | $5,245-29.5% | $4,815-23.2% | $4,741-22.0% |
| Participant deferral / active EE | $8,049 | $7,801+3.2% | $7,448+8.1% | $6,401+25.8% |
| Admin fee / account holder | $6,680 | $11,568-42.3% | $10,007-33.3% | $11,429-41.6% |