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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 | $130,103 | $138,102-5.8% | $125,381+3.8% | $134,532-3.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.41% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,052 | $5,245-79.9% | $4,815-78.2% | $4,741-77.8% |
| Participant deferral / active EE | $22,665 | $7,801+190.6% | $7,448+204.3% | $6,401+254.1% |
| Admin fee / account holder | $106,285 | $11,568+818.8% | $10,007+962.1% | $11,429+830.0% |