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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 | $123,795 | $138,114-10.4% | $125,391-1.3% | $134,545-8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.95% | 750.88%-768.8pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $13,464 | $5,246+156.6% | $4,816+179.6% | $4,742+183.9% |
| Participant deferral / active EE | $10,742 | $7,801+37.7% | $7,448+44.2% | $6,401+67.8% |
| Admin fee / account holder | $1,416 | $11,570-87.8% | $10,009-85.9% | $11,431-87.6% |