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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 | $98,729 | $138,068-28.5% | $125,358-21.2% | $134,493-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.87% | 750.30%-761.2pp | 572.03%-582.9pp | 418.01%-428.9pp |
| Employer contribution / active EE | $18,403 | $5,244+250.9% | $4,814+282.3% | $4,740+288.2% |
| Participant deferral / active EE | $15,625 | $7,799+100.3% | $7,447+109.8% | $6,400+144.1% |
| Admin fee / account holder | $597 | $11,568-94.8% | $10,007-94.0% | $11,425-94.8% |