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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 | $103,310 | $138,114-25.2% | $125,391-17.6% | $134,545-23.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.63% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,153 | $5,246-20.8% | $4,816-13.8% | $4,742-12.4% |
| Participant deferral / active EE | $8,500 | $7,801+9.0% | $7,448+14.1% | $6,401+32.8% |
| Admin fee / account holder | $14,960 | $11,570+29.3% | $10,009+49.5% | $11,431+30.9% |