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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 | $102,306 | $138,078-25.9% | $125,363-18.4% | $134,509-23.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.97% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $5,134 | $5,245-2.1% | $4,815+6.6% | $4,741+8.3% |
| Participant deferral / active EE | $12,084 | $7,800+54.9% | $7,447+62.3% | $6,400+88.8% |
| Admin fee / account holder | $1,639 | $11,566-85.8% | $10,005-83.6% | $11,427-85.7% |