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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 | $88,595 | $138,102-35.8% | $125,381-29.3% | $134,532-34.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,336 | $5,245-36.4% | $4,815-30.7% | $4,741-29.6% |
| Participant deferral / active EE | $15,591 | $7,801+99.9% | $7,448+109.3% | $6,401+143.6% |
| Admin fee / account holder | $598 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |