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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 | $117,352 | $138,078-15.0% | $125,363-6.4% | $134,509-12.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.16% | 750.49%-764.7pp | 572.15%-586.3pp | 418.13%-432.3pp |
| Employer contribution / active EE | $19,284 | $5,245+267.7% | $4,815+300.5% | $4,741+306.8% |
| Participant deferral / active EE | $17,989 | $7,800+130.6% | $7,447+141.6% | $6,400+181.1% |
| Admin fee / account holder | $9,114 | $11,566-21.2% | $10,005-8.9% | $11,427-20.2% |