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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 | $133,020 | $138,114-3.7% | $125,391+6.1% | $134,545-1.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.40% | 750.88%-763.3pp | 572.41%-584.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $18,048 | $5,246+244.0% | $4,816+274.8% | $4,742+280.6% |
| Participant deferral / active EE | $11,464 | $7,801+47.0% | $7,448+53.9% | $6,401+79.1% |
| Admin fee / account holder | $48,935 | $11,570+322.9% | $10,009+388.9% | $11,431+328.1% |