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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 | $108,015 | $138,102-21.8% | $125,381-13.9% | $134,532-19.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,189 | $5,245-39.2% | $4,815-33.8% | $4,741-32.7% |
| Participant deferral / active EE | $15,125 | $7,801+93.9% | $7,448+103.1% | $6,401+136.3% |
| Admin fee / account holder | $791 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |