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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 | $103,014 | $138,102-25.4% | $125,381-17.8% | $134,532-23.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.65% | 750.73%-757.4pp | 572.31%-579.0pp | 418.27%-424.9pp |
| Employer contribution / active EE | $12,960 | $5,245+147.1% | $4,815+169.1% | $4,741+173.4% |
| Participant deferral / active EE | $21,800 | $7,801+179.5% | $7,448+192.7% | $6,401+240.6% |
| Admin fee / account holder | $25,000 | $11,568+116.1% | $10,007+149.8% | $11,429+118.8% |