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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 | $83,011 | $138,102-39.9% | $125,381-33.8% | $134,532-38.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $5,202 | $5,245-0.8% | $4,815+8.0% | $4,741+9.7% |
| Participant deferral / active EE | $15,095 | $7,801+93.5% | $7,448+102.7% | $6,401+135.8% |
| Admin fee / account holder | $3,176 | $11,568-72.5% | $10,007-68.3% | $11,429-72.2% |