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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 | $123,772 | $138,102-10.4% | $125,381-1.3% | $134,532-8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.75% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $7,268 | $5,245+38.6% | $4,815+50.9% | $4,741+53.3% |
| Participant deferral / active EE | $12,398 | $7,801+58.9% | $7,448+66.5% | $6,401+93.7% |
| Admin fee / account holder | $9,652 | $11,568-16.6% | $10,007-3.6% | $11,429-15.5% |