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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 | $108,374 | $138,102-21.5% | $125,381-13.6% | $134,532-19.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $13,828 | $5,245+163.6% | $4,815+187.2% | $4,741+191.7% |
| Participant deferral / active EE | $10,297 | $7,801+32.0% | $7,448+38.3% | $6,401+60.9% |
| Admin fee / account holder | $511 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |