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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 | $53,761 | $138,114-61.1% | $125,391-57.1% | $134,545-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.62% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $9,622 | $5,246+83.4% | $4,816+99.8% | $4,742+102.9% |
| Participant deferral / active EE | $4,545 | $7,801-41.7% | $7,448-39.0% | $6,401-29.0% |
| Admin fee / account holder | $24,395 | $11,570+110.8% | $10,009+143.7% | $11,431+113.4% |