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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 | $103,513 | $138,102-25.0% | $125,381-17.4% | $134,532-23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.28% | 750.73%-763.0pp | 572.31%-584.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $3,042 | $5,245-42.0% | $4,815-36.8% | $4,741-35.8% |
| Participant deferral / active EE | $9,055 | $7,801+16.1% | $7,448+21.6% | $6,401+41.5% |
| Admin fee / account holder | $745 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |