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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 | $81,514 | $138,114-41.0% | $125,391-35.0% | $134,545-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.65% | 750.88%-771.5pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $3,904 | $5,246-25.6% | $4,816-18.9% | $4,742-17.7% |
| Participant deferral / active EE | $5,179 | $7,801-33.6% | $7,448-30.5% | $6,401-19.1% |
| Admin fee / account holder | $2,930 | $11,570-74.7% | $10,009-70.7% | $11,431-74.4% |