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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 | $96,810 | $138,102-29.9% | $125,381-22.8% | $134,532-28.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.90% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $4,648 | $5,245-11.4% | $4,815-3.5% | $4,741-2.0% |
| Participant deferral / active EE | $9,093 | $7,801+16.6% | $7,448+22.1% | $6,401+42.1% |
| Admin fee / account holder | $397 | $11,568-96.6% | $10,007-96.0% | $11,429-96.5% |