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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 | $103,226 | $138,102-25.3% | $125,381-17.7% | $134,532-23.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.50% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $7,500 | $5,245+43.0% | $4,815+55.8% | $4,741+58.2% |
| Participant deferral / active EE | $15,300 | $7,801+96.1% | $7,448+105.4% | $6,401+139.0% |
| Admin fee / account holder | $2,720 | $11,568-76.5% | $10,007-72.8% | $11,429-76.2% |