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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 | $92,003 | $138,114-33.4% | $125,391-26.6% | $134,545-31.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $4,607 | $5,246-12.2% | $4,816-4.3% | $4,742-2.8% |
| Participant deferral / active EE | $8,561 | $7,801+9.7% | $7,448+14.9% | $6,401+33.7% |
| Admin fee / account holder | $1,223 | $11,570-89.4% | $10,009-87.8% | $11,431-89.3% |