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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 | $120,551 | $138,102-12.7% | $125,381-3.9% | $134,532-10.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.65% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $12,259 | $5,245+133.7% | $4,815+154.6% | $4,741+158.6% |
| Participant deferral / active EE | $10,975 | $7,801+40.7% | $7,448+47.4% | $6,401+71.5% |
| Admin fee / account holder | $1,587 | $11,568-86.3% | $10,007-84.1% | $11,429-86.1% |