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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 | $86,094 | $138,114-37.7% | $125,391-31.3% | $134,545-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.70% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $4,649 | $5,246-11.4% | $4,816-3.5% | $4,742-1.9% |
| Participant deferral / active EE | $5,510 | $7,801-29.4% | $7,448-26.0% | $6,401-13.9% |
| Admin fee / account holder | $86,914 | $11,570+651.2% | $10,009+768.4% | $11,431+660.4% |