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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 | $106,061 | $138,114-23.2% | $125,391-15.4% | $134,545-21.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.78% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $6,138 | $5,246+17.0% | $4,816+27.5% | $4,742+29.4% |
| Participant deferral / active EE | $4,069 | $7,801-47.8% | $7,448-45.4% | $6,401-36.4% |
| Admin fee / account holder | $3,358 | $11,570-71.0% | $10,009-66.5% | $11,431-70.6% |