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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 | $120,308 | $138,114-12.9% | $125,391-4.1% | $134,545-10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.79% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $8,971 | $5,246+71.0% | $4,816+86.3% | $4,742+89.2% |
| Participant deferral / active EE | $4,152 | $7,801-46.8% | $7,448-44.3% | $6,401-35.1% |
| Admin fee / account holder | $891 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |