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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 | $91,062 | $138,114-34.1% | $125,391-27.4% | $134,545-32.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.83% | 750.88%-763.7pp | 572.41%-585.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $5,587 | $5,246+6.5% | $4,816+16.0% | $4,742+17.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,293 | $11,570-80.2% | $10,009-77.1% | $11,431-79.9% |