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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 | $89,477 | $138,102-35.2% | $125,381-28.6% | $134,532-33.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.46% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $5,141 | $5,245-2.0% | $4,815+6.8% | $4,741+8.4% |
| Participant deferral / active EE | $6,852 | $7,801-12.2% | $7,448-8.0% | $6,401+7.1% |
| Admin fee / account holder | $8,946 | $11,568-22.7% | $10,007-10.6% | $11,429-21.7% |