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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 | $117,656 | $138,114-14.8% | $125,391-6.2% | $134,545-12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $4,799 | $5,246-8.5% | $4,816-0.3% | $4,742+1.2% |
| Participant deferral / active EE | $9,372 | $7,801+20.1% | $7,448+25.8% | $6,401+46.4% |
| Admin fee / account holder | $2,124 | $11,570-81.6% | $10,009-78.8% | $11,431-81.4% |