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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 | $72,715 | $138,114-47.4% | $125,391-42.0% | $134,545-46.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.03% | 750.88%-761.9pp | 572.41%-583.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $5,385 | $5,246+2.6% | $4,816+11.8% | $4,742+13.6% |
| Participant deferral / active EE | $5,547 | $7,801-28.9% | $7,448-25.5% | $6,401-13.3% |
| Admin fee / account holder | $8,177 | $11,570-29.3% | $10,009-18.3% | $11,431-28.5% |