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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 | $106,933 | $138,102-22.6% | $125,381-14.7% | $134,532-20.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.84% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $4,865 | $5,245-7.3% | $4,815+1.0% | $4,741+2.6% |
| Participant deferral / active EE | $12,665 | $7,801+62.4% | $7,448+70.0% | $6,401+97.9% |
| Admin fee / account holder | $567 | $11,568-95.1% | $10,007-94.3% | $11,429-95.0% |