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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 | $112,053 | $138,102-18.9% | $125,381-10.6% | $134,532-16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,013 | $5,245-61.6% | $4,815-58.2% | $4,741-57.5% |
| Participant deferral / active EE | $6,986 | $7,801-10.4% | $7,448-6.2% | $6,401+9.1% |
| Admin fee / account holder | $3,056 | $11,568-73.6% | $10,007-69.5% | $11,429-73.3% |