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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 | $92,176 | $138,114-33.3% | $125,391-26.5% | $134,545-31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $4,179 | $5,246-20.3% | $4,816-13.2% | $4,742-11.9% |
| Participant deferral / active EE | $11,093 | $7,801+42.2% | $7,448+48.9% | $6,401+73.3% |
| Admin fee / account holder | $2,773 | $11,570-76.0% | $10,009-72.3% | $11,431-75.7% |