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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 | $49,496 | $138,114-64.2% | $125,391-60.5% | $134,545-63.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.05% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $7,751 | $5,246+47.8% | $4,816+61.0% | $4,742+63.5% |
| Participant deferral / active EE | $5,131 | $7,801-34.2% | $7,448-31.1% | $6,401-19.8% |
| Admin fee / account holder | $2,274 | $11,570-80.3% | $10,009-77.3% | $11,431-80.1% |