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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 | $83,395 | $138,078-39.6% | $125,363-33.5% | $134,509-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.32% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $4,116 | $5,245-21.5% | $4,815-14.5% | $4,741-13.2% |
| Participant deferral / active EE | $14,820 | $7,800+90.0% | $7,447+99.0% | $6,400+131.5% |
| Admin fee / account holder | $4,554 | $11,566-60.6% | $10,005-54.5% | $11,427-60.1% |