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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 | $81,318 | $138,114-41.1% | $125,391-35.1% | $134,545-39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.88%-765.1pp | 572.41%-586.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $5,168 | $5,246-1.5% | $4,816+7.3% | $4,742+9.0% |
| Participant deferral / active EE | $3,939 | $7,801-49.5% | $7,448-47.1% | $6,401-38.5% |
| Admin fee / account holder | $20,398 | $11,570+76.3% | $10,009+103.8% | $11,431+78.4% |