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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 | $85,320 | $138,114-38.2% | $125,391-32.0% | $134,545-36.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.58% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $14,893 | $5,246+183.9% | $4,816+209.3% | $4,742+214.1% |
| Participant deferral / active EE | $7,825 | $7,801+0.3% | $7,448+5.1% | $6,401+22.2% |
| Admin fee / account holder | $309 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |