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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 | $112,373 | $138,102-18.6% | $125,381-10.4% | $134,532-16.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,769 | $5,245+86.2% | $4,815+102.9% | $4,741+106.0% |
| Participant deferral / active EE | $8,688 | $7,801+11.4% | $7,448+16.7% | $6,401+35.7% |
| Admin fee / account holder | $924 | $11,568-92.0% | $10,007-90.8% | $11,429-91.9% |