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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 | $132,214 | $138,114-4.3% | $125,391+5.4% | $134,545-1.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.24% | 750.88%-757.1pp | 572.41%-578.7pp | 418.37%-424.6pp |
| Employer contribution / active EE | $20,000 | $5,246+281.2% | $4,816+315.3% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,936 | $11,570+37.7% | $10,009+59.2% | $11,431+39.4% |