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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 | $121,143 | $180,462-32.9% | $154,111-21.4% | $135,379-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.55% | 888.17%-895.7pp | 735.18%-742.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $15,347 | $6,036+154.3% | $5,298+189.7% | $4,779+221.1% |
| Participant deferral / active EE | $8,867 | $5,806+52.7% | $5,081+74.5% | $5,609+58.1% |
| Admin fee / account holder | $848 | $16,145-94.7% | $13,411-93.7% | $10,828-92.2% |