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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 | $109,151 | $138,114-21.0% | $125,391-13.0% | $134,545-18.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.33% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $10,935 | $5,246+108.4% | $4,816+127.1% | $4,742+130.6% |
| Participant deferral / active EE | $9,550 | $7,801+22.4% | $7,448+28.2% | $6,401+49.2% |
| Admin fee / account holder | $172,323 | $11,570+1389.4% | $10,009+1621.7% | $11,431+1407.5% |