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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 | $52,836 | $138,114-61.7% | $125,391-57.9% | $134,545-60.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.87% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $20,451 | $5,246+289.8% | $4,816+324.7% | $4,742+331.3% |
| Participant deferral / active EE | $16,556 | $7,801+112.2% | $7,448+122.3% | $6,401+158.6% |
| Admin fee / account holder | $6,323 | $11,570-45.3% | $10,009-36.8% | $11,431-44.7% |