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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 | $123,530 | $138,102-10.6% | $125,381-1.5% | $134,532-8.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.46% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,300 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $1,257 | $11,568-89.1% | $10,007-87.4% | $11,429-89.0% |