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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 | $97,424 | $138,114-29.5% | $125,391-22.3% | $134,545-27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.58% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,380 | $5,246-54.6% | $4,816-50.6% | $4,742-49.8% |
| Participant deferral / active EE | $11,009 | $7,801+41.1% | $7,448+47.8% | $6,401+72.0% |
| Admin fee / account holder | $4,479 | $11,570-61.3% | $10,009-55.2% | $11,431-60.8% |