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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 | $74,792 | $138,102-45.8% | $125,381-40.3% | $134,532-44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.41% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $11,017 | $5,245+110.0% | $4,815+128.8% | $4,741+132.4% |
| Participant deferral / active EE | $9,560 | $7,801+22.6% | $7,448+28.4% | $6,401+49.4% |
| Admin fee / account holder | $822 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |