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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 | $88,472 | $138,114-35.9% | $125,391-29.4% | $134,545-34.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $5,034 | $5,246-4.0% | $4,816+4.5% | $4,742+6.2% |
| Participant deferral / active EE | $5,033 | $7,801-35.5% | $7,448-32.4% | $6,401-21.4% |
| Admin fee / account holder | $694 | $11,570-94.0% | $10,009-93.1% | $11,431-93.9% |