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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 | $137,386 | $138,102-0.5% | $125,381+9.6% | $134,532+2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.59% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,447 | $5,245-53.3% | $4,815-49.2% | $4,741-48.4% |
| Participant deferral / active EE | $15,695 | $7,801+101.2% | $7,448+110.7% | $6,401+145.2% |
| Admin fee / account holder | $582 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |