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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 | $86,080 | $138,114-37.7% | $125,391-31.4% | $134,545-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.84% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,208 | $5,246-0.7% | $4,816+8.2% | $4,742+9.8% |
| Participant deferral / active EE | $4,138 | $7,801-47.0% | $7,448-44.4% | $6,401-35.4% |
| Admin fee / account holder | $1,333 | $11,570-88.5% | $10,009-86.7% | $11,431-88.3% |