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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 | $38,846 | $138,102-71.9% | $125,381-69.0% | $134,532-71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.23% | 750.73%-764.0pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $8,333 | $5,245+58.9% | $4,815+73.1% | $4,741+75.8% |
| Participant deferral / active EE | $5,118 | $7,801-34.4% | $7,448-31.3% | $6,401-20.0% |
| Admin fee / account holder | $899 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |