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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 | $80,645 | $138,102-41.6% | $125,381-35.7% | $134,532-40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.65% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $6,919 | $5,245+31.9% | $4,815+43.7% | $4,741+45.9% |
| Participant deferral / active EE | $5,918 | $7,801-24.1% | $7,448-20.5% | $6,401-7.5% |
| Admin fee / account holder | $6,229 | $11,568-46.2% | $10,007-37.8% | $11,429-45.5% |