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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 | $125,090 | $138,078-9.4% | $125,363-0.2% | $134,509-7.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.24% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,364 | $5,245-54.9% | $4,815-50.9% | $4,741-50.1% |
| Participant deferral / active EE | $6,275 | $7,800-19.6% | $7,447-15.7% | $6,400-2.0% |
| Admin fee / account holder | $5,858 | $11,566-49.3% | $10,005-41.4% | $11,427-48.7% |