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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 | $135,174 | $138,114-2.1% | $125,391+7.8% | $134,545+0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.61% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $14,579 | $5,246+177.9% | $4,816+202.7% | $4,742+207.5% |
| Participant deferral / active EE | $13,417 | $7,801+72.0% | $7,448+80.1% | $6,401+109.6% |
| Admin fee / account holder | $1,047 | $11,570-91.0% | $10,009-89.5% | $11,431-90.8% |