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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 | $120,146 | $138,102-13.0% | $125,381-4.2% | $134,532-10.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.64% | 750.73%-761.4pp | 572.31%-582.9pp | 418.27%-428.9pp |
| Employer contribution / active EE | $1,663 | $5,245-68.3% | $4,815-65.5% | $4,741-64.9% |
| Participant deferral / active EE | $5,633 | $7,801-27.8% | $7,448-24.4% | $6,401-12.0% |
| Admin fee / account holder | $305 | $11,568-97.4% | $10,007-97.0% | $11,429-97.3% |