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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 | $127,898 | $180,462-29.1% | $154,111-17.0% | $135,379-5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.83% | 888.17%-896.0pp | 735.18%-743.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $14,706 | $6,036+143.6% | $5,298+177.6% | $4,779+207.7% |
| Participant deferral / active EE | $11,200 | $5,806+92.9% | $5,081+120.4% | $5,609+99.7% |
| Admin fee / account holder | $536 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |