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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 | $117,231 | $138,078-15.1% | $125,363-6.5% | $134,509-12.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $8,511 | $5,245+62.3% | $4,815+76.8% | $4,741+79.5% |
| Participant deferral / active EE | $11,962 | $7,800+53.4% | $7,447+60.6% | $6,400+86.9% |
| Admin fee / account holder | $15,784 | $11,566+36.5% | $10,005+57.8% | $11,427+38.1% |