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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 | $129,476 | $138,114-6.3% | $125,391+3.3% | $134,545-3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.32% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,974 | $5,246-43.3% | $4,816-38.3% | $4,742-37.3% |
| Participant deferral / active EE | $4,459 | $7,801-42.8% | $7,448-40.1% | $6,401-30.3% |
| Admin fee / account holder | $4,490 | $11,570-61.2% | $10,009-55.1% | $11,431-60.7% |