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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 | $134,776 | $138,114-2.4% | $125,391+7.5% | $134,545+0.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,295 | $5,246-37.2% | $4,816-31.6% | $4,742-30.5% |
| Participant deferral / active EE | $9,526 | $7,801+22.1% | $7,448+27.9% | $6,401+48.8% |
| Admin fee / account holder | $4,563 | $11,570-60.6% | $10,009-54.4% | $11,431-60.1% |