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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 | $112,428 | $138,078-18.6% | $125,363-10.3% | $134,509-16.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.29% | 750.49%-762.8pp | 572.15%-584.4pp | 418.13%-430.4pp |
| Employer contribution / active EE | $9,132 | $5,245+74.1% | $4,815+89.7% | $4,741+92.6% |
| Participant deferral / active EE | $7,743 | $7,800-0.7% | $7,447+4.0% | $6,400+21.0% |
| Admin fee / account holder | $1,759 | $11,566-84.8% | $10,005-82.4% | $11,427-84.6% |