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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 | $126,260 | $160,059-21.1% | $140,019-9.8% | $135,379-6.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.63% | 911.44%-920.1pp | 651.15%-659.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $13,608 | $6,420+112.0% | $5,605+142.8% | $4,779+184.7% |
| Participant deferral / active EE | $5,840 | $7,641-23.6% | $6,927-15.7% | $5,609+4.1% |
| Admin fee / account holder | $769 | $13,328-94.2% | $10,705-92.8% | $10,828-92.9% |