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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 | $109,873 | $138,114-20.4% | $125,391-12.4% | $134,545-18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.60% | 750.88%-757.5pp | 572.41%-579.0pp | 418.37%-425.0pp |
| Employer contribution / active EE | $5,305 | $5,246+1.1% | $4,816+10.2% | $4,742+11.9% |
| Participant deferral / active EE | $7,212 | $7,801-7.5% | $7,448-3.2% | $6,401+12.7% |
| Admin fee / account holder | $25,206 | $11,570+117.9% | $10,009+151.8% | $11,431+120.5% |