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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 | $125,408 | $160,059-21.6% | $140,019-10.4% | $135,379-7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.39% | 911.44%-916.8pp | 651.15%-656.5pp | 519.79%-525.2pp |
| Employer contribution / active EE | $12,775 | $6,420+99.0% | $5,605+127.9% | $4,779+167.3% |
| Participant deferral / active EE | $8,294 | $7,641+8.5% | $6,927+19.7% | $5,609+47.9% |
| Admin fee / account holder | $2,949 | $13,328-77.9% | $10,705-72.5% | $10,828-72.8% |