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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 | $129,684 | $138,114-6.1% | $125,391+3.4% | $134,545-3.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,290 | $5,246-18.2% | $4,816-10.9% | $4,742-9.5% |
| Participant deferral / active EE | $6,441 | $7,801-17.4% | $7,448-13.5% | $6,401+0.6% |
| Admin fee / account holder | $7,961 | $11,570-31.2% | $10,009-20.5% | $11,431-30.4% |