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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 | $112,893 | $180,459-37.4% | $154,108-26.7% | $135,380-16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.46% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $13,727 | $6,035+127.4% | $5,298+159.1% | $4,779+187.2% |
| Participant deferral / active EE | $10,667 | $5,806+83.7% | $5,081+109.9% | $5,609+90.2% |
| Admin fee / account holder | $1,376 | $16,145-91.5% | $13,411-89.7% | $10,828-87.3% |