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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 | $110,476 | $135,639-18.6% | $110,241+0.2% | $135,377-18.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 513.21%-519.7pp | 314.75%-321.2pp | 519.75%-526.2pp |
| Employer contribution / active EE | $17,923 | $4,907+265.3% | $3,827+368.4% | $4,779+275.1% |
| Participant deferral / active EE | $10,985 | $5,507+99.5% | $4,672+135.1% | $5,609+95.9% |
| Admin fee / account holder | $20,245 | $11,457+76.7% | $8,548+136.8% | $10,828+87.0% |