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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 | $93,305 | $138,114-32.4% | $125,391-25.6% | $134,545-30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $5,695 | $5,246+8.6% | $4,816+18.3% | $4,742+20.1% |
| Participant deferral / active EE | $6,764 | $7,801-13.3% | $7,448-9.2% | $6,401+5.7% |
| Admin fee / account holder | $3,605 | $11,570-68.8% | $10,009-64.0% | $11,431-68.5% |