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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 | $120,387 | $138,102-12.8% | $125,381-4.0% | $134,532-10.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $33,671 | $5,245+541.9% | $4,815+599.2% | $4,741+610.2% |
| Participant deferral / active EE | $21,624 | $7,801+177.2% | $7,448+190.3% | $6,401+237.8% |
| Admin fee / account holder | $2,003 | $11,568-82.7% | $10,007-80.0% | $11,429-82.5% |