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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 | $87,511 | $138,114-36.6% | $125,391-30.2% | $134,545-35.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.77% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $13,397 | $5,246+155.4% | $4,816+178.2% | $4,742+182.6% |
| Participant deferral / active EE | $8,480 | $7,801+8.7% | $7,448+13.9% | $6,401+32.5% |
| Admin fee / account holder | $505 | $11,570-95.6% | $10,009-95.0% | $11,431-95.6% |