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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 | $135,122 | $138,114-2.2% | $125,391+7.8% | $134,545+0.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.67% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $7,478 | $5,246+42.5% | $4,816+55.3% | $4,742+57.7% |
| Participant deferral / active EE | $19,719 | $7,801+152.8% | $7,448+164.8% | $6,401+208.1% |
| Admin fee / account holder | $40,330 | $11,570+248.6% | $10,009+303.0% | $11,431+252.8% |