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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 | $106,357 | $138,102-23.0% | $125,381-15.2% | $134,532-20.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.78% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,054 | $5,245-60.9% | $4,815-57.4% | $4,741-56.7% |
| Participant deferral / active EE | $5,475 | $7,801-29.8% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $1,548 | $11,568-86.6% | $10,007-84.5% | $11,429-86.5% |