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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 | $75,224 | $138,114-45.5% | $125,391-40.0% | $134,545-44.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.33% | 750.88%-769.2pp | 572.41%-590.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,108 | $5,246-2.6% | $4,816+6.1% | $4,742+7.7% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $1,016 | $11,570-91.2% | $10,009-89.8% | $11,431-91.1% |