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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 | $93,296 | $138,102-32.4% | $125,381-25.6% | $134,532-30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.83% | 750.73%-767.6pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $15,255 | $5,245+190.8% | $4,815+216.8% | $4,741+221.8% |
| Participant deferral / active EE | $11,632 | $7,801+49.1% | $7,448+56.2% | $6,401+81.7% |
| Admin fee / account holder | $1,040 | $11,568-91.0% | $10,007-89.6% | $11,429-90.9% |