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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 | $121,185 | $138,114-12.3% | $125,391-3.4% | $134,545-9.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.53% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,583 | $5,246-31.7% | $4,816-25.6% | $4,742-24.4% |
| Participant deferral / active EE | $10,347 | $7,801+32.6% | $7,448+38.9% | $6,401+61.6% |
| Admin fee / account holder | $12,605 | $11,570+8.9% | $10,009+25.9% | $11,431+10.3% |