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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 | $162,173 | $138,114+17.4% | $125,391+29.3% | $134,545+20.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.88% | 750.88%-759.8pp | 572.41%-581.3pp | 418.37%-427.3pp |
| Employer contribution / active EE | $44,363 | $5,246+745.7% | $4,816+821.2% | $4,742+835.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $675 | $11,570-94.2% | $10,009-93.3% | $11,431-94.1% |