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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 | $106,703 | $138,078-22.7% | $125,363-14.9% | $134,509-20.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.93% | 750.49%-762.4pp | 572.15%-584.1pp | 418.13%-430.1pp |
| Employer contribution / active EE | $6,781 | $5,245+29.3% | $4,815+40.8% | $4,741+43.0% |
| Participant deferral / active EE | $11,320 | $7,800+45.1% | $7,447+52.0% | $6,400+76.9% |
| Admin fee / account holder | $10,083 | $11,566-12.8% | $10,005+0.8% | $11,427-11.8% |