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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 | $131,643 | $138,114-4.7% | $125,391+5.0% | $134,545-2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.63% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,428 | $5,246-34.6% | $4,816-28.8% | $4,742-27.7% |
| Participant deferral / active EE | $13,575 | $7,801+74.0% | $7,448+82.3% | $6,401+112.1% |
| Admin fee / account holder | $1,895 | $11,570-83.6% | $10,009-81.1% | $11,431-83.4% |