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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 | $108,245 | $138,114-21.6% | $125,391-13.7% | $134,545-19.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.76% | 750.88%-766.6pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,887 | $5,246-64.0% | $4,816-60.8% | $4,742-60.2% |
| Participant deferral / active EE | $3,204 | $7,801-58.9% | $7,448-57.0% | $6,401-50.0% |
| Admin fee / account holder | $457 | $11,570-96.1% | $10,009-95.4% | $11,431-96.0% |