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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 | $108,177 | $138,102-21.7% | $125,381-13.7% | $134,532-19.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.23% | 750.73%-755.0pp | 572.31%-576.5pp | 418.27%-422.5pp |
| Employer contribution / active EE | $2,133 | $5,245-59.3% | $4,815-55.7% | $4,741-55.0% |
| Participant deferral / active EE | $11,594 | $7,801+48.6% | $7,448+55.7% | $6,401+81.1% |
| Admin fee / account holder | $144,479 | $11,568+1149.0% | $10,007+1343.8% | $11,429+1164.2% |