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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 | $99,098 | $138,114-28.2% | $125,391-21.0% | $134,545-26.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.69% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $34,209 | $5,246+552.1% | $4,816+610.4% | $4,742+621.5% |
| Participant deferral / active EE | $3,837 | $7,801-50.8% | $7,448-48.5% | $6,401-40.1% |
| Admin fee / account holder | $1,160 | $11,570-90.0% | $10,009-88.4% | $11,431-89.9% |