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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 | $127,549 | $138,114-7.6% | $125,391+1.7% | $134,545-5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.26% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $16,293 | $5,246+210.6% | $4,816+238.3% | $4,742+243.6% |
| Participant deferral / active EE | $14,020 | $7,801+79.7% | $7,448+88.2% | $6,401+119.0% |
| Admin fee / account holder | $1,386 | $11,570-88.0% | $10,009-86.2% | $11,431-87.9% |