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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 | $81,603 | $138,114-40.9% | $125,391-34.9% | $134,545-39.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.68% | 750.88%-762.6pp | 572.41%-584.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $4,352 | $5,246-17.0% | $4,816-9.6% | $4,742-8.2% |
| Participant deferral / active EE | $8,863 | $7,801+13.6% | $7,448+19.0% | $6,401+38.5% |
| Admin fee / account holder | $1,269 | $11,570-89.0% | $10,009-87.3% | $11,431-88.9% |