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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 | $90,210 | $138,114-34.7% | $125,391-28.1% | $134,545-33.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.02% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,871 | $5,246-26.2% | $4,816-19.6% | $4,742-18.4% |
| Participant deferral / active EE | $10,576 | $7,801+35.6% | $7,448+42.0% | $6,401+65.2% |
| Admin fee / account holder | $3,278 | $11,570-71.7% | $10,009-67.3% | $11,431-71.3% |