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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 | $114,399 | $138,114-17.2% | $125,391-8.8% | $134,545-15.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.15% | 750.88%-770.0pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,850 | $5,246-45.7% | $4,816-40.8% | $4,742-39.9% |
| Participant deferral / active EE | $8,546 | $7,801+9.6% | $7,448+14.7% | $6,401+33.5% |
| Admin fee / account holder | $1,248 | $11,570-89.2% | $10,009-87.5% | $11,431-89.1% |