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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 | $115,253 | $138,102-16.5% | $125,381-8.1% | $134,532-14.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,584 | $5,245-69.8% | $4,815-67.1% | $4,741-66.6% |
| Participant deferral / active EE | $4,183 | $7,801-46.4% | $7,448-43.8% | $6,401-34.7% |
| Admin fee / account holder | $806 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |