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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 | $109,477 | $138,114-20.7% | $125,391-12.7% | $134,545-18.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.82% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $11,272 | $5,246+114.9% | $4,816+134.1% | $4,742+137.7% |
| Participant deferral / active EE | $14,756 | $7,801+89.2% | $7,448+98.1% | $6,401+130.5% |
| Admin fee / account holder | $2,660 | $11,570-77.0% | $10,009-73.4% | $11,431-76.7% |