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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 | $92,180 | $138,114-33.3% | $125,391-26.5% | $134,545-31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.65% | 750.88%-763.5pp | 572.41%-585.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $15,384 | $5,246+193.3% | $4,816+219.5% | $4,742+224.5% |
| Participant deferral / active EE | $8,143 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $397 | $11,570-96.6% | $10,009-96.0% | $11,431-96.5% |