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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 | $131,514 | $138,102-4.8% | $125,381+4.9% | $134,532-2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.06% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $5,707 | $5,245+8.8% | $4,815+18.5% | $4,741+20.4% |
| Participant deferral / active EE | $11,262 | $7,801+44.4% | $7,448+51.2% | $6,401+75.9% |
| Admin fee / account holder | $2,485 | $11,568-78.5% | $10,007-75.2% | $11,429-78.3% |