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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 | $118,335 | $138,114-14.3% | $125,391-5.6% | $134,545-12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.03% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,906 | $5,246-25.5% | $4,816-18.9% | $4,742-17.6% |
| Participant deferral / active EE | $12,125 | $7,801+55.4% | $7,448+62.8% | $6,401+89.4% |
| Admin fee / account holder | $3,935 | $11,570-66.0% | $10,009-60.7% | $11,431-65.6% |