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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 | $119,787 | $138,114-13.3% | $125,391-4.5% | $134,545-11.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $7,589 | $5,246+44.7% | $4,816+57.6% | $4,742+60.1% |
| Participant deferral / active EE | $10,619 | $7,801+36.1% | $7,448+42.6% | $6,401+65.9% |
| Admin fee / account holder | $11,589 | $11,570+0.2% | $10,009+15.8% | $11,431+1.4% |