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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 | $131,982 | $138,114-4.4% | $125,391+5.3% | $134,545-1.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.84% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $4,105 | $5,246-21.7% | $4,816-14.8% | $4,742-13.4% |
| Participant deferral / active EE | $4,276 | $7,801-45.2% | $7,448-42.6% | $6,401-33.2% |
| Admin fee / account holder | $7,352 | $11,570-36.5% | $10,009-26.5% | $11,431-35.7% |