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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 | $106,803 | $138,114-22.7% | $125,391-14.8% | $134,545-20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $21,011 | $5,246+300.5% | $4,816+336.3% | $4,742+343.1% |
| Participant deferral / active EE | $18,733 | $7,801+140.1% | $7,448+151.5% | $6,401+192.7% |
| Admin fee / account holder | $649 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |