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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 | $84,087 | $138,114-39.1% | $125,391-32.9% | $134,545-37.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.35% | 750.88%-771.2pp | 572.41%-592.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $9,909 | $5,246+88.9% | $4,816+105.8% | $4,742+109.0% |
| Participant deferral / active EE | $17,413 | $7,801+123.2% | $7,448+133.8% | $6,401+172.0% |
| Admin fee / account holder | $14,009 | $11,570+21.1% | $10,009+40.0% | $11,431+22.6% |