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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 | $124,963 | $138,114-9.5% | $125,391-0.3% | $134,545-7.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.24% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,858 | $5,246-64.6% | $4,816-61.4% | $4,742-60.8% |
| Participant deferral / active EE | $10,765 | $7,801+38.0% | $7,448+44.5% | $6,401+68.2% |
| Admin fee / account holder | $856 | $11,570-92.6% | $10,009-91.4% | $11,431-92.5% |