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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 | $123,874 | $138,114-10.3% | $125,391-1.2% | $134,545-7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.40% | 750.88%-765.3pp | 572.41%-586.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $7,232 | $5,246+37.8% | $4,816+50.2% | $4,742+52.5% |
| Participant deferral / active EE | $17,321 | $7,801+122.0% | $7,448+132.5% | $6,401+170.6% |
| Admin fee / account holder | $870 | $11,570-92.5% | $10,009-91.3% | $11,431-92.4% |