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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 | $125,891 | $138,114-8.9% | $125,391+0.4% | $134,545-6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.63% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,233 | $5,246-57.4% | $4,816-53.6% | $4,742-52.9% |
| Participant deferral / active EE | $7,031 | $7,801-9.9% | $7,448-5.6% | $6,401+9.8% |
| Admin fee / account holder | $563 | $11,570-95.1% | $10,009-94.4% | $11,431-95.1% |