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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 | $127,506 | $138,114-7.7% | $125,391+1.7% | $134,545-5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $14,323 | $5,246+173.0% | $4,816+197.4% | $4,742+202.1% |
| Participant deferral / active EE | $17,097 | $7,801+119.2% | $7,448+129.5% | $6,401+167.1% |
| Admin fee / account holder | $4,752 | $11,570-58.9% | $10,009-52.5% | $11,431-58.4% |