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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 | $131,913 | $138,114-4.5% | $125,391+5.2% | $134,545-2.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.06% | 750.88%-762.9pp | 572.41%-584.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $13,664 | $5,246+160.5% | $4,816+183.7% | $4,742+188.2% |
| Participant deferral / active EE | $15,209 | $7,801+95.0% | $7,448+104.2% | $6,401+137.6% |
| Admin fee / account holder | $1,408 | $11,570-87.8% | $10,009-85.9% | $11,431-87.7% |