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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 | $91,824 | $138,102-33.5% | $125,381-26.8% | $134,532-31.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.75% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $17,455 | $5,245+232.8% | $4,815+262.5% | $4,741+268.2% |
| Participant deferral / active EE | $5,730 | $7,801-26.5% | $7,448-23.1% | $6,401-10.5% |
| Admin fee / account holder | $4,526 | $11,568-60.9% | $10,007-54.8% | $11,429-60.4% |