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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 | $104,071 | $138,102-24.6% | $125,381-17.0% | $134,532-22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.30% | 750.73%-760.0pp | 572.31%-581.6pp | 418.27%-427.6pp |
| Employer contribution / active EE | $5,338 | $5,245+1.8% | $4,815+10.9% | $4,741+12.6% |
| Participant deferral / active EE | $11,367 | $7,801+45.7% | $7,448+52.6% | $6,401+77.6% |
| Admin fee / account holder | $7,418 | $11,568-35.9% | $10,007-25.9% | $11,429-35.1% |