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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 | $133,222 | $138,102-3.5% | $125,381+6.3% | $134,532-1.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.76% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $9,921 | $5,245+89.1% | $4,815+106.0% | $4,741+109.2% |
| Participant deferral / active EE | $23,615 | $7,801+202.7% | $7,448+217.1% | $6,401+268.9% |
| Admin fee / account holder | $341 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |