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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 | $109,987 | $138,114-20.4% | $125,391-12.3% | $134,545-18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.65% | 750.88%-766.5pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,363 | $5,246-16.8% | $4,816-9.4% | $4,742-8.0% |
| Participant deferral / active EE | $13,830 | $7,801+77.3% | $7,448+85.7% | $6,401+116.0% |
| Admin fee / account holder | $2,557 | $11,570-77.9% | $10,009-74.5% | $11,431-77.6% |