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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 | $96,653 | $138,078-30.0% | $125,363-22.9% | $134,509-28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.11% | 750.49%-765.6pp | 572.15%-587.3pp | 418.13%-433.2pp |
| Employer contribution / active EE | $7,751 | $5,245+47.8% | $4,815+61.0% | $4,741+63.5% |
| Participant deferral / active EE | $10,623 | $7,800+36.2% | $7,447+42.6% | $6,400+66.0% |
| Admin fee / account holder | $1,172 | $11,566-89.9% | $10,005-88.3% | $11,427-89.7% |