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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 | $133,114 | $138,068-3.6% | $125,358+6.2% | $134,493-1.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.12% | 750.30%-767.4pp | 572.03%-589.1pp | 418.01%-435.1pp |
| Employer contribution / active EE | $25,150 | $5,244+379.6% | $4,814+422.4% | $4,740+430.6% |
| Participant deferral / active EE | $24,715 | $7,799+216.9% | $7,447+231.9% | $6,400+286.2% |
| Admin fee / account holder | $17,315 | $11,568+49.7% | $10,007+73.0% | $11,425+51.6% |