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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 | $106,817 | $138,114-22.7% | $125,391-14.8% | $134,545-20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $16,686 | $5,246+218.1% | $4,816+246.5% | $4,742+251.9% |
| Participant deferral / active EE | $13,094 | $7,801+67.8% | $7,448+75.8% | $6,401+104.5% |
| Admin fee / account holder | $857 | $11,570-92.6% | $10,009-91.4% | $11,431-92.5% |