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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 | $129,885 | $138,102-6.0% | $125,381+3.6% | $134,532-3.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.95% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $8,082 | $5,245+54.1% | $4,815+67.9% | $4,741+70.5% |
| Participant deferral / active EE | $7,676 | $7,801-1.6% | $7,448+3.1% | $6,401+19.9% |
| Admin fee / account holder | $753 | $11,568-93.5% | $10,007-92.5% | $11,429-93.4% |