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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 | $47,933 | $190,916-74.9% | $160,037-70.0% | $134,545-64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.08% | 552.79%-568.9pp | 408.95%-425.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $18,682 | $4,996+274.0% | $4,226+342.1% | $4,742+294.0% |
| Participant deferral / active EE | $8,688 | $6,925+25.5% | $6,184+40.5% | $6,401+35.7% |
| Admin fee / account holder | $536 | $10,497-94.9% | $8,716-93.9% | $11,431-95.3% |