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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 | $122,241 | $138,114-11.5% | $125,391-2.5% | $134,545-9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,611 | $5,246-12.1% | $4,816-4.2% | $4,742-2.7% |
| Participant deferral / active EE | $11,024 | $7,801+41.3% | $7,448+48.0% | $6,401+72.2% |
| Admin fee / account holder | $5,144 | $11,570-55.5% | $10,009-48.6% | $11,431-55.0% |