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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 | $124,963 | $138,068-9.5% | $125,358-0.3% | $134,493-7.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.24% | 750.30%-770.5pp | 572.03%-592.3pp | 418.01%-438.3pp |
| Employer contribution / active EE | $1,858 | $5,244-64.6% | $4,814-61.4% | $4,740-60.8% |
| Participant deferral / active EE | $10,765 | $7,799+38.0% | $7,447+44.6% | $6,400+68.2% |
| Admin fee / account holder | $856 | $11,568-92.6% | $10,007-91.4% | $11,425-92.5% |