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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 | $85,571 | $138,114-38.0% | $125,391-31.8% | $134,545-36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.49% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $15,459 | $5,246+194.7% | $4,816+221.0% | $4,742+226.0% |
| Participant deferral / active EE | $7,421 | $7,801-4.9% | $7,448-0.4% | $6,401+15.9% |
| Admin fee / account holder | $3,321 | $11,570-71.3% | $10,009-66.8% | $11,431-70.9% |