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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 | $83,968 | $138,102-39.2% | $125,381-33.0% | $134,532-37.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.47% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $4,184 | $5,245-20.2% | $4,815-13.1% | $4,741-11.7% |
| Participant deferral / active EE | $11,006 | $7,801+41.1% | $7,448+47.8% | $6,401+72.0% |
| Admin fee / account holder | $33,614 | $11,568+190.6% | $10,007+235.9% | $11,429+194.1% |