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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 | $62,122 | $138,114-55.0% | $125,391-50.5% | $134,545-53.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.44% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $6,174 | $5,246+17.7% | $4,816+28.2% | $4,742+30.2% |
| Participant deferral / active EE | $18,095 | $7,801+132.0% | $7,448+142.9% | $6,401+182.7% |
| Admin fee / account holder | $663 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |