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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 | $119,517 | $138,102-13.5% | $125,381-4.7% | $134,532-11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.19% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $4,372 | $5,245-16.7% | $4,815-9.2% | $4,741-7.8% |
| Participant deferral / active EE | $20,000 | $7,801+156.4% | $7,448+168.5% | $6,401+212.5% |
| Admin fee / account holder | $380 | $11,568-96.7% | $10,007-96.2% | $11,429-96.7% |