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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 | $116,174 | $138,114-15.9% | $125,391-7.4% | $134,545-13.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.60% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $10,423 | $5,246+98.7% | $4,816+116.4% | $4,742+119.8% |
| Participant deferral / active EE | $7,257 | $7,801-7.0% | $7,448-2.6% | $6,401+13.4% |
| Admin fee / account holder | $539 | $11,570-95.3% | $10,009-94.6% | $11,431-95.3% |