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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 | $126,753 | $180,466-29.8% | $154,114-17.8% | $135,382-6.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.31% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $6,201 | $6,035+2.7% | $5,298+17.1% | $4,779+29.8% |
| Participant deferral / active EE | $9,666 | $5,806+66.5% | $5,081+90.3% | $5,609+72.3% |
| Admin fee / account holder | $7,821 | $16,144-51.6% | $13,411-41.7% | $10,829-27.8% |