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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 | $119,184 | $138,102-13.7% | $125,381-4.9% | $134,532-11.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.01% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $12,175 | $5,245+132.1% | $4,815+152.8% | $4,741+156.8% |
| Participant deferral / active EE | $4,587 | $7,801-41.2% | $7,448-38.4% | $6,401-28.3% |
| Admin fee / account holder | $8,942 | $11,568-22.7% | $10,007-10.6% | $11,429-21.8% |