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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 | $116,735 | $138,102-15.5% | $125,381-6.9% | $134,532-13.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.17% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,709 | $5,245-29.3% | $4,815-23.0% | $4,741-21.8% |
| Participant deferral / active EE | $12,577 | $7,801+61.2% | $7,448+68.9% | $6,401+96.5% |
| Admin fee / account holder | $15,372 | $11,568+32.9% | $10,007+53.6% | $11,429+34.5% |