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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 | $97,140 | $138,078-29.6% | $125,363-22.5% | $134,509-27.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.40% | 750.49%-766.9pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,033 | $5,245-42.2% | $4,815-37.0% | $4,741-36.0% |
| Participant deferral / active EE | $11,445 | $7,800+46.7% | $7,447+53.7% | $6,400+78.8% |
| Admin fee / account holder | $34,135 | $11,566+195.1% | $10,005+241.2% | $11,427+198.7% |