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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 | $73,854 | $138,102-46.5% | $125,381-41.1% | $134,532-45.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.84% | 750.73%-765.6pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $6,127 | $5,245+16.8% | $4,815+27.2% | $4,741+29.2% |
| Participant deferral / active EE | $3,362 | $7,801-56.9% | $7,448-54.9% | $6,401-47.5% |
| Admin fee / account holder | $84,941 | $11,568+634.3% | $10,007+748.8% | $11,429+643.2% |