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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 | $80,208 | $138,102-41.9% | $125,381-36.0% | $134,532-40.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.93% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $10,838 | $5,245+106.6% | $4,815+125.1% | $4,741+128.6% |
| Participant deferral / active EE | $10,442 | $7,801+33.9% | $7,448+40.2% | $6,401+63.1% |
| Admin fee / account holder | $671 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |