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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 | $96,146 | $138,078-30.4% | $125,363-23.3% | $134,509-28.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.75% | 750.49%-758.2pp | 572.15%-579.9pp | 418.13%-425.9pp |
| Employer contribution / active EE | $11,780 | $5,245+124.6% | $4,815+144.7% | $4,741+148.5% |
| Participant deferral / active EE | $19,500 | $7,800+150.0% | $7,447+161.8% | $6,400+204.7% |
| Admin fee / account holder | $428 | $11,566-96.3% | $10,005-95.7% | $11,427-96.3% |