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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 | $119,401 | $138,102-13.5% | $125,381-4.8% | $134,532-11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.08% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,735 | $5,245-47.9% | $4,815-43.2% | $4,741-42.3% |
| Participant deferral / active EE | $5,463 | $7,801-30.0% | $7,448-26.6% | $6,401-14.6% |
| Admin fee / account holder | $10,653 | $11,568-7.9% | $10,007+6.5% | $11,429-6.8% |