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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 | $75,490 | $138,114-45.3% | $125,391-39.8% | $134,545-43.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.42% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $5,437 | $5,246+3.6% | $4,816+12.9% | $4,742+14.7% |
| Participant deferral / active EE | $10,130 | $7,801+29.9% | $7,448+36.0% | $6,401+58.2% |
| Admin fee / account holder | $4,705 | $11,570-59.3% | $10,009-53.0% | $11,431-58.8% |