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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 | $83,661 | $138,078-39.4% | $125,363-33.3% | $134,509-37.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.98% | 750.49%-764.5pp | 572.15%-586.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $11,269 | $5,245+114.9% | $4,815+134.0% | $4,741+137.7% |
| Participant deferral / active EE | $6,830 | $7,800-12.4% | $7,447-8.3% | $6,400+6.7% |
| Admin fee / account holder | $3,776 | $11,566-67.3% | $10,005-62.3% | $11,427-67.0% |