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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 | $135,264 | $138,102-2.1% | $125,381+7.9% | $134,532+0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.10% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $19,019 | $5,245+262.6% | $4,815+295.0% | $4,741+301.2% |
| Participant deferral / active EE | $11,901 | $7,801+52.6% | $7,448+59.8% | $6,401+85.9% |
| Admin fee / account holder | $55,370 | $11,568+378.6% | $10,007+453.3% | $11,429+384.5% |