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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 | $138,085 | $138,1140% | $125,391+10.1% | $134,545+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $8,870 | $5,246+69.1% | $4,816+84.2% | $4,742+87.1% |
| Participant deferral / active EE | $13,794 | $7,801+76.8% | $7,448+85.2% | $6,401+115.5% |
| Admin fee / account holder | $1,643 | $11,570-85.8% | $10,009-83.6% | $11,431-85.6% |