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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 | $98,108 | $138,102-29.0% | $125,381-21.8% | $134,532-27.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $14,673 | $5,245+179.7% | $4,815+204.7% | $4,741+209.5% |
| Participant deferral / active EE | $15,105 | $7,801+93.6% | $7,448+102.8% | $6,401+136.0% |
| Admin fee / account holder | $1,451 | $11,568-87.5% | $10,007-85.5% | $11,429-87.3% |