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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 | $129,039 | $138,114-6.6% | $125,391+2.9% | $134,545-4.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.17% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $18,155 | $5,246+246.1% | $4,816+277.0% | $4,742+282.9% |
| Participant deferral / active EE | $9,503 | $7,801+21.8% | $7,448+27.6% | $6,401+48.5% |
| Admin fee / account holder | $67,210 | $11,570+480.9% | $10,009+571.5% | $11,431+488.0% |