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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 | $94,867 | $138,114-31.3% | $125,391-24.3% | $134,545-29.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.03% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $13,344 | $5,246+154.4% | $4,816+177.1% | $4,742+181.4% |
| Participant deferral / active EE | $21,471 | $7,801+175.2% | $7,448+188.3% | $6,401+235.4% |
| Admin fee / account holder | $519 | $11,570-95.5% | $10,009-94.8% | $11,431-95.5% |