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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 | $96,957 | $138,102-29.8% | $125,381-22.7% | $134,532-27.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.55% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $6,569 | $5,245+25.2% | $4,815+36.4% | $4,741+38.6% |
| Participant deferral / active EE | $18,974 | $7,801+143.2% | $7,448+154.8% | $6,401+196.4% |
| Admin fee / account holder | $3,190 | $11,568-72.4% | $10,007-68.1% | $11,429-72.1% |