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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 | $90,522 | $138,102-34.5% | $125,381-27.8% | $134,532-32.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.13% | 750.73%-766.9pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $13,196 | $5,245+151.6% | $4,815+174.1% | $4,741+178.3% |
| Participant deferral / active EE | $9,949 | $7,801+27.5% | $7,448+33.6% | $6,401+55.4% |
| Admin fee / account holder | $357 | $11,568-96.9% | $10,007-96.4% | $11,429-96.9% |