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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 | $87,525 | $138,102-36.6% | $125,381-30.2% | $134,532-34.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.72% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $11,309 | $5,245+115.6% | $4,815+134.9% | $4,741+138.5% |
| Participant deferral / active EE | $4,934 | $7,801-36.7% | $7,448-33.7% | $6,401-22.9% |
| Admin fee / account holder | $3,971 | $11,568-65.7% | $10,007-60.3% | $11,429-65.3% |