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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 | $88,056 | $138,114-36.2% | $125,391-29.8% | $134,545-34.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.47% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $5,850 | $5,246+11.5% | $4,816+21.5% | $4,742+23.4% |
| Participant deferral / active EE | $4,961 | $7,801-36.4% | $7,448-33.4% | $6,401-22.5% |
| Admin fee / account holder | $8,339 | $11,570-27.9% | $10,009-16.7% | $11,431-27.1% |