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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 | $99,622 | $138,114-27.9% | $125,391-20.6% | $134,545-26.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.89% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $7,136 | $5,246+36.0% | $4,816+48.2% | $4,742+50.5% |
| Participant deferral / active EE | $16,147 | $7,801+107.0% | $7,448+116.8% | $6,401+152.2% |
| Admin fee / account holder | $519 | $11,570-95.5% | $10,009-94.8% | $11,431-95.5% |