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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 | $109,969 | $138,078-20.4% | $125,363-12.3% | $134,509-18.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.63% | 750.49%-771.1pp | 572.15%-592.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $7,842 | $5,245+49.5% | $4,815+62.9% | $4,741+65.4% |
| Participant deferral / active EE | $18,008 | $7,800+130.9% | $7,447+141.8% | $6,400+181.4% |
| Admin fee / account holder | $10,518 | $11,566-9.1% | $10,005+5.1% | $11,427-7.9% |