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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 | $97,582 | $138,102-29.3% | $125,381-22.2% | $134,532-27.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.73%-763.3pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $4,025 | $5,245-23.3% | $4,815-16.4% | $4,741-15.1% |
| Participant deferral / active EE | $11,177 | $7,801+43.3% | $7,448+50.1% | $6,401+74.6% |
| Admin fee / account holder | $5,367 | $11,568-53.6% | $10,007-46.4% | $11,429-53.0% |