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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 | $122,889 | $160,059-23.2% | $140,019-12.2% | $135,379-9.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.58% | 911.44%-918.0pp | 651.15%-657.7pp | 519.79%-526.4pp |
| Employer contribution / active EE | $9,933 | $6,420+54.7% | $5,605+77.2% | $4,779+107.8% |
| Participant deferral / active EE | $12,974 | $7,641+69.8% | $6,927+87.3% | $5,609+131.3% |
| Admin fee / account holder | $12,467 | $13,328-6.5% | $10,705+16.5% | $10,828+15.1% |