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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 | $125,336 | $138,102-9.2% | $125,3810% | $134,532-6.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.77% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,159 | $5,245-39.8% | $4,815-34.4% | $4,741-33.4% |
| Participant deferral / active EE | $6,666 | $7,801-14.5% | $7,448-10.5% | $6,401+4.1% |
| Admin fee / account holder | $2,502 | $11,568-78.4% | $10,007-75.0% | $11,429-78.1% |