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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 | $132,468 | $160,059-17.2% | $140,019-5.4% | $135,379-2.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.78% | 911.44%-914.2pp | 651.15%-653.9pp | 519.79%-522.6pp |
| Employer contribution / active EE | $3,528 | $6,420-45.1% | $5,605-37.1% | $4,779-26.2% |
| Participant deferral / active EE | $6,117 | $7,641-19.9% | $6,927-11.7% | $5,609+9.0% |
| Admin fee / account holder | $3,961 | $13,328-70.3% | $10,705-63.0% | $10,828-63.4% |