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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 | $114,375 | $138,114-17.2% | $125,391-8.8% | $134,545-15.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.91% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $11,276 | $5,246+115.0% | $4,816+134.2% | $4,742+137.8% |
| Participant deferral / active EE | $14,041 | $7,801+80.0% | $7,448+88.5% | $6,401+119.3% |
| Admin fee / account holder | $17,758 | $11,570+53.5% | $10,009+77.4% | $11,431+55.4% |