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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 | $97,637 | $138,114-29.3% | $125,391-22.1% | $134,545-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,405 | $5,246-35.1% | $4,816-29.3% | $4,742-28.2% |
| Participant deferral / active EE | $6,222 | $7,801-20.2% | $7,448-16.5% | $6,401-2.8% |
| Admin fee / account holder | $3,072 | $11,570-73.4% | $10,009-69.3% | $11,431-73.1% |