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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 | $93,818 | $138,102-32.1% | $125,381-25.2% | $134,532-30.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.66% | 750.73%-762.4pp | 572.31%-584.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $6,442 | $5,245+22.8% | $4,815+33.8% | $4,741+35.9% |
| Participant deferral / active EE | $10,914 | $7,801+39.9% | $7,448+46.5% | $6,401+70.5% |
| Admin fee / account holder | $40,187 | $11,568+247.4% | $10,007+301.6% | $11,429+251.6% |