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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 | $116,386 | $138,114-15.7% | $125,391-7.2% | $134,545-13.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.16% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,052 | $5,246-41.8% | $4,816-36.6% | $4,742-35.6% |
| Participant deferral / active EE | $6,162 | $7,801-21.0% | $7,448-17.3% | $6,401-3.7% |
| Admin fee / account holder | $2,169 | $11,570-81.3% | $10,009-78.3% | $11,431-81.0% |