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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 | $95,545 | $190,916-50.0% | $160,037-40.3% | $134,545-29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.89% | 552.79%-566.7pp | 408.95%-422.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $13,415 | $4,996+168.5% | $4,226+217.5% | $4,742+182.9% |
| Participant deferral / active EE | $12,048 | $6,925+74.0% | $6,184+94.8% | $6,401+88.2% |
| Admin fee / account holder | $514 | $10,497-95.1% | $8,716-94.1% | $11,431-95.5% |