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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 | $82,652 | $138,114-40.2% | $125,391-34.1% | $134,545-38.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.02% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,183 | $5,246-77.5% | $4,816-75.4% | $4,742-75.1% |
| Participant deferral / active EE | $7,718 | $7,801-1.1% | $7,448+3.6% | $6,401+20.6% |
| Admin fee / account holder | $11,683 | $11,570+1.0% | $10,009+16.7% | $11,431+2.2% |