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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 | $79,641 | $138,114-42.3% | $125,391-36.5% | $134,545-40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,711 | $5,246-67.4% | $4,816-64.5% | $4,742-63.9% |
| Participant deferral / active EE | $7,109 | $7,801-8.9% | $7,448-4.6% | $6,401+11.1% |
| Admin fee / account holder | $16,652 | $11,570+43.9% | $10,009+66.4% | $11,431+45.7% |