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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 | $132,192 | $160,059-17.4% | $140,019-5.6% | $135,379-2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.40% | 911.44%-914.8pp | 651.15%-654.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $12,539 | $6,420+95.3% | $5,605+123.7% | $4,779+162.4% |
| Participant deferral / active EE | $22,507 | $7,641+194.6% | $6,927+224.9% | $5,609+301.3% |
| Admin fee / account holder | $14,988 | $13,328+12.5% | $10,705+40.0% | $10,828+38.4% |