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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 | $120,237 | $138,102-12.9% | $125,381-4.1% | $134,532-10.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.76% | 750.73%-762.5pp | 572.31%-584.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $12,000 | $5,245+128.8% | $4,815+149.2% | $4,741+153.1% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $1,492 | $11,568-87.1% | $10,007-85.1% | $11,429-86.9% |