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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 | $122,488 | $138,078-11.3% | $125,363-2.3% | $134,509-8.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.15% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $16,269 | $5,245+210.2% | $4,815+237.9% | $4,741+243.2% |
| Participant deferral / active EE | $9,581 | $7,800+22.8% | $7,447+28.7% | $6,400+49.7% |
| Admin fee / account holder | $1,185 | $11,566-89.8% | $10,005-88.2% | $11,427-89.6% |