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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 | $148,340 | $180,459-17.8% | $154,108-3.7% | $135,380+9.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.41% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $17,289 | $6,035+186.5% | $5,298+226.4% | $4,779+261.8% |
| Participant deferral / active EE | $8,932 | $5,806+53.8% | $5,081+75.8% | $5,609+59.2% |
| Admin fee / account holder | $16,178 | $16,145+0.2% | $13,411+20.6% | $10,828+49.4% |