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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 | $138,068-1.6% | $125,358+8.4% | $134,493+1.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.16% | 750.30%-769.5pp | 572.03%-591.2pp | 418.01%-437.2pp |
| Employer contribution / active EE | $7,730 | $5,244+47.4% | $4,814+60.6% | $4,740+63.1% |
| Participant deferral / active EE | $13,901 | $7,799+78.2% | $7,447+86.7% | $6,400+117.2% |
| Admin fee / account holder | $852 | $11,568-92.6% | $10,007-91.5% | $11,425-92.5% |