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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 | $57,923 | $138,114-58.1% | $125,391-53.8% | $134,545-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $10,663 | $5,246+103.3% | $4,816+121.4% | $4,742+124.9% |
| Participant deferral / active EE | $8,276 | $7,801+6.1% | $7,448+11.1% | $6,401+29.3% |
| Admin fee / account holder | $27,485 | $11,570+137.5% | $10,009+174.6% | $11,431+140.4% |