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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 | $137,481 | $138,114-0.5% | $125,391+9.6% | $134,545+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.28% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $13,996 | $5,246+166.8% | $4,816+190.6% | $4,742+195.2% |
| Participant deferral / active EE | $9,929 | $7,801+27.3% | $7,448+33.3% | $6,401+55.1% |
| Admin fee / account holder | $505 | $11,570-95.6% | $10,009-95.0% | $11,431-95.6% |