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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 | $127,763 | $138,102-7.5% | $125,381+1.9% | $134,532-5.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.60% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $11,094 | $5,245+111.5% | $4,815+130.4% | $4,741+134.0% |
| Participant deferral / active EE | $14,300 | $7,801+83.3% | $7,448+92.0% | $6,401+123.4% |
| Admin fee / account holder | $3,881 | $11,568-66.5% | $10,007-61.2% | $11,429-66.0% |