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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 | $107,209 | $138,102-22.4% | $125,381-14.5% | $134,532-20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $4,994 | $5,245-4.8% | $4,815+3.7% | $4,741+5.3% |
| Participant deferral / active EE | $23,764 | $7,801+204.6% | $7,448+219.1% | $6,401+271.3% |
| Admin fee / account holder | $1,288 | $11,568-88.9% | $10,007-87.1% | $11,429-88.7% |