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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 | $88,212 | $138,102-36.1% | $125,381-29.6% | $134,532-34.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $4,087 | $5,245-22.1% | $4,815-15.1% | $4,741-13.8% |
| Participant deferral / active EE | $16,788 | $7,801+115.2% | $7,448+125.4% | $6,401+162.3% |
| Admin fee / account holder | $1,219 | $11,568-89.5% | $10,007-87.8% | $11,429-89.3% |