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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 | $115,778 | $138,102-16.2% | $125,381-7.7% | $134,532-13.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.33% | 750.73%-768.1pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,927 | $5,245+13.0% | $4,815+23.1% | $4,741+25.0% |
| Participant deferral / active EE | $17,725 | $7,801+127.2% | $7,448+138.0% | $6,401+176.9% |
| Admin fee / account holder | $8,875 | $11,568-23.3% | $10,007-11.3% | $11,429-22.3% |