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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 | $135,910 | $138,114-1.6% | $125,391+8.4% | $134,545+1.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.16% | 750.88%-770.0pp | 572.41%-591.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $7,730 | $5,246+47.3% | $4,816+60.5% | $4,742+63.0% |
| Participant deferral / active EE | $13,901 | $7,801+78.2% | $7,448+86.6% | $6,401+117.2% |
| Admin fee / account holder | $852 | $11,570-92.6% | $10,009-91.5% | $11,431-92.5% |