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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 | $133,636 | $138,102-3.2% | $125,381+6.6% | $134,532-0.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.30% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $8,164 | $5,245+55.6% | $4,815+69.5% | $4,741+72.2% |
| Participant deferral / active EE | $6,205 | $7,801-20.4% | $7,448-16.7% | $6,401-3.1% |
| Admin fee / account holder | $5,600 | $11,568-51.6% | $10,007-44.0% | $11,429-51.0% |