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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 | $95,727 | $138,078-30.7% | $125,363-23.6% | $134,509-28.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.49%-767.6pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $11,691 | $5,245+122.9% | $4,815+142.8% | $4,741+146.6% |
| Participant deferral / active EE | $15,174 | $7,800+94.5% | $7,447+103.8% | $6,400+137.1% |
| Admin fee / account holder | $23,175 | $11,566+100.4% | $10,005+131.6% | $11,427+102.8% |