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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 | $136,289 | $138,114-1.3% | $125,391+8.7% | $134,545+1.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.15% | 750.88%-764.0pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $12,931 | $5,246+146.5% | $4,816+168.5% | $4,742+172.7% |
| Participant deferral / active EE | $10,150 | $7,801+30.1% | $7,448+36.3% | $6,401+58.6% |
| Admin fee / account holder | $12,978 | $11,570+12.2% | $10,009+29.7% | $11,431+13.5% |