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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 | $128,812 | $138,068-6.7% | $125,358+2.8% | $134,493-4.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.30%-764.6pp | 572.03%-586.3pp | 418.01%-432.3pp |
| Employer contribution / active EE | $3,699 | $5,244-29.5% | $4,814-23.2% | $4,740-22.0% |
| Participant deferral / active EE | $6,261 | $7,799-19.7% | $7,447-15.9% | $6,400-2.2% |
| Admin fee / account holder | $921 | $11,568-92.0% | $10,007-90.8% | $11,425-91.9% |