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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 | $122,167 | $138,078-11.5% | $125,363-2.5% | $134,509-9.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.77% | 750.49%-765.3pp | 572.15%-586.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $1,976 | $5,245-62.3% | $4,815-59.0% | $4,741-58.3% |
| Participant deferral / active EE | $6,823 | $7,800-12.5% | $7,447-8.4% | $6,400+6.6% |
| Admin fee / account holder | $15,511 | $11,566+34.1% | $10,005+55.0% | $11,427+35.7% |