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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 | $112,582 | $138,078-18.5% | $125,363-10.2% | $134,509-16.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.48% | 750.49%-766.0pp | 572.15%-587.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $12,711 | $5,245+142.3% | $4,815+164.0% | $4,741+168.1% |
| Participant deferral / active EE | $27,522 | $7,800+252.9% | $7,447+269.6% | $6,400+330.0% |
| Admin fee / account holder | $1,224 | $11,566-89.4% | $10,005-87.8% | $11,427-89.3% |