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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 | $93,212 | $138,114-32.5% | $125,391-25.7% | $134,545-30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.57% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $4,409 | $5,246-16.0% | $4,816-8.4% | $4,742-7.0% |
| Participant deferral / active EE | $8,398 | $7,801+7.7% | $7,448+12.8% | $6,401+31.2% |
| Admin fee / account holder | $8,525 | $11,570-26.3% | $10,009-14.8% | $11,431-25.4% |