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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 | $114,395 | $180,466-36.6% | $154,114-25.8% | $135,382-15.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.07% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $4,801 | $6,035-20.4% | $5,298-9.4% | $4,779+0.5% |
| Participant deferral / active EE | $6,649 | $5,806+14.5% | $5,081+30.9% | $5,609+18.5% |
| Admin fee / account holder | $4,114 | $16,144-74.5% | $13,411-69.3% | $10,829-62.0% |