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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 | $103,404 | $138,114-25.1% | $125,391-17.5% | $134,545-23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.92% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $13,948 | $5,246+165.9% | $4,816+189.6% | $4,742+194.2% |
| Participant deferral / active EE | $9,239 | $7,801+18.4% | $7,448+24.0% | $6,401+44.3% |
| Admin fee / account holder | $1,521 | $11,570-86.9% | $10,009-84.8% | $11,431-86.7% |