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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 | $99,276 | $138,102-28.1% | $125,381-20.8% | $134,532-26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.90% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $14,733 | $5,245+180.9% | $4,815+206.0% | $4,741+210.8% |
| Participant deferral / active EE | $17,742 | $7,801+127.4% | $7,448+138.2% | $6,401+177.2% |
| Admin fee / account holder | $588 | $11,568-94.9% | $10,007-94.1% | $11,429-94.9% |