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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 | $112,177 | $138,078-18.8% | $125,363-10.5% | $134,509-16.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.49%-768.7pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $32,154 | $5,245+513.1% | $4,815+567.8% | $4,741+578.3% |
| Participant deferral / active EE | $19,868 | $7,800+154.7% | $7,447+166.8% | $6,400+210.4% |
| Admin fee / account holder | $5,639 | $11,566-51.2% | $10,005-43.6% | $11,427-50.7% |