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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 | $95,289 | $138,102-31.0% | $125,381-24.0% | $134,532-29.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.74% | 750.73%-766.5pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,269 | $5,245+19.5% | $4,815+30.2% | $4,741+32.2% |
| Participant deferral / active EE | $7,439 | $7,801-4.6% | $7,448-0.1% | $6,401+16.2% |
| Admin fee / account holder | $17,427 | $11,568+50.6% | $10,007+74.1% | $11,429+52.5% |