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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 | $75,288 | $138,102-45.5% | $125,381-40.0% | $134,532-44.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.87% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $7,026 | $5,245+33.9% | $4,815+45.9% | $4,741+48.2% |
| Participant deferral / active EE | $10,885 | $7,801+39.5% | $7,448+46.2% | $6,401+70.1% |
| Admin fee / account holder | $53,036 | $11,568+358.5% | $10,007+430.0% | $11,429+364.1% |