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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 | $131,712 | $138,114-4.6% | $125,391+5.0% | $134,545-2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.90% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $14,955 | $5,246+185.1% | $4,816+210.5% | $4,742+215.4% |
| Participant deferral / active EE | $13,198 | $7,801+69.2% | $7,448+77.2% | $6,401+106.2% |
| Admin fee / account holder | $12,668 | $11,570+9.5% | $10,009+26.6% | $11,431+10.8% |