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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 | $117,805 | $138,114-14.7% | $125,391-6.0% | $134,545-12.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.52% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $29,879 | $5,246+469.6% | $4,816+520.4% | $4,742+530.2% |
| Participant deferral / active EE | $20,253 | $7,801+159.6% | $7,448+171.9% | $6,401+216.4% |
| Admin fee / account holder | $124,202 | $11,570+973.5% | $10,009+1140.9% | $11,431+986.6% |