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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 | $114,399 | $138,068-17.1% | $125,358-8.7% | $134,493-14.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.15% | 750.30%-769.5pp | 572.03%-591.2pp | 418.01%-437.2pp |
| Employer contribution / active EE | $2,850 | $5,244-45.6% | $4,814-40.8% | $4,740-39.9% |
| Participant deferral / active EE | $8,546 | $7,799+9.6% | $7,447+14.8% | $6,400+33.5% |
| Admin fee / account holder | $1,248 | $11,568-89.2% | $10,007-87.5% | $11,425-89.1% |