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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 | $104,963 | $135,645-22.6% | $110,243-4.8% | $135,380-22.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.73% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,938 | $4,907-19.8% | $3,827+2.9% | $4,779-17.6% |
| Participant deferral / active EE | $12,342 | $5,507+124.1% | $4,672+164.2% | $5,609+120.0% |
| Admin fee / account holder | $58,390 | $11,458+409.6% | $8,548+583.1% | $10,828+439.2% |