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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 | $96,720 | $138,102-30.0% | $125,381-22.9% | $134,532-28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.73%-770.6pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $3,668 | $5,245-30.1% | $4,815-23.8% | $4,741-22.6% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $1,423 | $11,568-87.7% | $10,007-85.8% | $11,429-87.5% |