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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 | $138,068-11.5% | $125,358-2.5% | $134,493-9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.62% | 750.30%-763.9pp | 572.03%-585.6pp | 418.01%-431.6pp |
| Employer contribution / active EE | $16,624 | $5,244+217.0% | $4,814+245.3% | $4,740+250.7% |
| Participant deferral / active EE | $15,701 | $7,799+101.3% | $7,447+110.8% | $6,400+145.3% |
| Admin fee / account holder | $98,681 | $11,568+753.1% | $10,007+886.1% | $11,425+763.7% |