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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 | $114,675 | $138,114-17.0% | $125,391-8.5% | $134,545-14.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.07% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $13,609 | $5,246+159.4% | $4,816+182.6% | $4,742+187.0% |
| Participant deferral / active EE | $7,671 | $7,801-1.7% | $7,448+3.0% | $6,401+19.8% |
| Admin fee / account holder | $911 | $11,570-92.1% | $10,009-90.9% | $11,431-92.0% |