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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 | $148,917 | $160,059-7.0% | $140,019+6.4% | $135,379+10.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.76% | 911.44%-919.2pp | 651.15%-658.9pp | 519.79%-527.6pp |
| Employer contribution / active EE | $15,163 | $6,420+136.2% | $5,605+170.5% | $4,779+217.3% |
| Participant deferral / active EE | $15,648 | $7,641+104.8% | $6,927+125.9% | $5,609+179.0% |
| Admin fee / account holder | $752 | $13,328-94.4% | $10,705-93.0% | $10,828-93.1% |