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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 | $91,149 | $138,114-34.0% | $125,391-27.3% | $134,545-32.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.25% | 750.88%-767.1pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,256 | $5,246-18.9% | $4,816-11.6% | $4,742-10.2% |
| Participant deferral / active EE | $11,369 | $7,801+45.7% | $7,448+52.6% | $6,401+77.6% |
| Admin fee / account holder | $2,900 | $11,570-74.9% | $10,009-71.0% | $11,431-74.6% |