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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 | $85,303 | $138,102-38.2% | $125,381-32.0% | $134,532-36.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.87% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $3,851 | $5,245-26.6% | $4,815-20.0% | $4,741-18.8% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $3,107 | $11,568-73.1% | $10,007-68.9% | $11,429-72.8% |