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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 | $94,106 | $138,102-31.9% | $125,381-24.9% | $134,532-30.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.32% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,060 | $5,245-60.7% | $4,815-57.2% | $4,741-56.6% |
| Participant deferral / active EE | $5,066 | $7,801-35.1% | $7,448-32.0% | $6,401-20.9% |
| Admin fee / account holder | $496 | $11,568-95.7% | $10,007-95.0% | $11,429-95.7% |