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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 | $103,662 | $138,114-24.9% | $125,391-17.3% | $134,545-23.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.69% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,151 | $5,246-59.0% | $4,816-55.3% | $4,742-54.6% |
| Participant deferral / active EE | $8,048 | $7,801+3.2% | $7,448+8.0% | $6,401+25.7% |
| Admin fee / account holder | $8,945 | $11,570-22.7% | $10,009-10.6% | $11,431-21.7% |