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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 | $108,523 | $138,078-21.4% | $125,363-13.4% | $134,509-19.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.49%-770.1pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,498 | $5,245-71.4% | $4,815-68.9% | $4,741-68.4% |
| Participant deferral / active EE | $9,900 | $7,800+26.9% | $7,447+32.9% | $6,400+54.7% |
| Admin fee / account holder | $37,322 | $11,566+222.7% | $10,005+273.0% | $11,427+226.6% |