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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 | $126,873 | $160,059-20.7% | $140,019-9.4% | $135,380-6.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.04% | 911.48%-915.5pp | 651.17%-655.2pp | 519.81%-523.9pp |
| Employer contribution / active EE | $15,633 | $6,420+143.5% | $5,605+178.9% | $4,779+227.1% |
| Participant deferral / active EE | $13,265 | $7,641+73.6% | $6,927+91.5% | $5,609+136.5% |
| Admin fee / account holder | $22,957 | $13,328+72.2% | $10,705+114.4% | $10,828+112.0% |