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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 | $102,826 | $138,114-25.6% | $125,391-18.0% | $134,545-23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $12,711 | $5,246+142.3% | $4,816+163.9% | $4,742+168.1% |
| Participant deferral / active EE | $13,630 | $7,801+74.7% | $7,448+83.0% | $6,401+112.9% |
| Admin fee / account holder | $113,274 | $11,570+879.0% | $10,009+1031.8% | $11,431+891.0% |