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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 | $140,985 | $180,459-21.9% | $154,108-8.5% | $135,380+4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.36% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $15,180 | $6,035+151.5% | $5,298+186.6% | $4,779+217.6% |
| Participant deferral / active EE | $17,000 | $5,806+192.8% | $5,081+234.6% | $5,609+203.1% |
| Admin fee / account holder | $375 | $16,145-97.7% | $13,411-97.2% | $10,828-96.5% |