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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 | $130,675 | $138,102-5.4% | $125,381+4.2% | $134,532-2.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.44% | 750.73%-766.2pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $17,413 | $5,245+232.0% | $4,815+261.6% | $4,741+267.3% |
| Participant deferral / active EE | $12,963 | $7,801+66.2% | $7,448+74.1% | $6,401+102.5% |
| Admin fee / account holder | $1,175 | $11,568-89.8% | $10,007-88.3% | $11,429-89.7% |