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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 | $138,114-28.5% | $125,391-21.3% | $134,545-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.87% | 750.88%-761.8pp | 572.41%-583.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $18,403 | $5,246+250.8% | $4,816+282.1% | $4,742+288.1% |
| Participant deferral / active EE | $15,625 | $7,801+100.3% | $7,448+109.8% | $6,401+144.1% |
| Admin fee / account holder | $597 | $11,570-94.8% | $10,009-94.0% | $11,431-94.8% |