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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 | $134,063 | $138,102-2.9% | $125,381+6.9% | $134,532-0.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.94% | 750.73%-768.7pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,040 | $5,245-80.2% | $4,815-78.4% | $4,741-78.1% |
| Participant deferral / active EE | $23,920 | $7,801+206.6% | $7,448+221.2% | $6,401+273.7% |
| Admin fee / account holder | $575 | $11,568-95.0% | $10,007-94.3% | $11,429-95.0% |