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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 | $105,307 | $138,114-23.8% | $125,391-16.0% | $134,545-21.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.49% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,177 | $5,246-1.3% | $4,816+7.5% | $4,742+9.2% |
| Participant deferral / active EE | $11,701 | $7,801+50.0% | $7,448+57.1% | $6,401+82.8% |
| Admin fee / account holder | $659 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |