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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 | $96,453 | $138,114-30.2% | $125,391-23.1% | $134,545-28.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.26% | 750.88%-767.1pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,214 | $5,246+56.6% | $4,816+70.6% | $4,742+73.2% |
| Participant deferral / active EE | $10,593 | $7,801+35.8% | $7,448+42.2% | $6,401+65.5% |
| Admin fee / account holder | $994 | $11,570-91.4% | $10,009-90.1% | $11,431-91.3% |