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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 | $104,839 | $138,102-24.1% | $125,381-16.4% | $134,532-22.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.76% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $5,447 | $5,245+3.8% | $4,815+13.1% | $4,741+14.9% |
| Participant deferral / active EE | $12,501 | $7,801+60.3% | $7,448+67.9% | $6,401+95.3% |
| Admin fee / account holder | $1,538 | $11,568-86.7% | $10,007-84.6% | $11,429-86.5% |