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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 | $113,704 | $138,114-17.7% | $125,391-9.3% | $134,545-15.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.75% | 750.88%-769.6pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $8,347 | $5,246+59.1% | $4,816+73.3% | $4,742+76.0% |
| Participant deferral / active EE | $17,394 | $7,801+123.0% | $7,448+133.5% | $6,401+171.7% |
| Admin fee / account holder | $9,256 | $11,570-20.0% | $10,009-7.5% | $11,431-19.0% |