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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 | $90,780 | $138,114-34.3% | $125,391-27.6% | $134,545-32.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.11% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $10,529 | $5,246+100.7% | $4,816+118.6% | $4,742+122.1% |
| Participant deferral / active EE | $16,653 | $7,801+113.5% | $7,448+123.6% | $6,401+160.1% |
| Admin fee / account holder | $3,109 | $11,570-73.1% | $10,009-68.9% | $11,431-72.8% |