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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 | $122,221 | $138,114-11.5% | $125,391-2.5% | $134,545-9.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.62% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $16,624 | $5,246+216.9% | $4,816+245.2% | $4,742+250.6% |
| Participant deferral / active EE | $15,701 | $7,801+101.3% | $7,448+110.8% | $6,401+145.3% |
| Admin fee / account holder | $98,681 | $11,570+752.9% | $10,009+886.0% | $11,431+763.3% |