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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 | $103,510 | $138,102-25.0% | $125,381-17.4% | $134,532-23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.58% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.8pp |
| Employer contribution / active EE | $12,398 | $5,245+136.4% | $4,815+157.5% | $4,741+161.5% |
| Participant deferral / active EE | $8,098 | $7,801+3.8% | $7,448+8.7% | $6,401+26.5% |
| Admin fee / account holder | $528 | $11,568-95.4% | $10,007-94.7% | $11,429-95.4% |