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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 | $109,907 | $138,114-20.4% | $125,391-12.3% | $134,545-18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.21% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,847 | $5,246-26.7% | $4,816-20.1% | $4,742-18.9% |
| Participant deferral / active EE | $9,939 | $7,801+27.4% | $7,448+33.4% | $6,401+55.3% |
| Admin fee / account holder | $875 | $11,570-92.4% | $10,009-91.3% | $11,431-92.3% |