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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 | $79,701 | $138,114-42.3% | $125,391-36.4% | $134,545-40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.12% | 750.88%-758.0pp | 572.41%-579.5pp | 418.37%-425.5pp |
| Employer contribution / active EE | $14,907 | $5,246+184.2% | $4,816+209.6% | $4,742+214.4% |
| Participant deferral / active EE | $9,578 | $7,801+22.8% | $7,448+28.6% | $6,401+49.6% |
| Admin fee / account holder | $826 | $11,570-92.9% | $10,009-91.7% | $11,431-92.8% |