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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 | $82,313 | $138,078-40.4% | $125,363-34.3% | $134,509-38.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.20% | 750.49%-766.7pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $16,610 | $5,245+216.7% | $4,815+245.0% | $4,741+250.4% |
| Participant deferral / active EE | $13,843 | $7,800+77.5% | $7,447+85.9% | $6,400+116.3% |
| Admin fee / account holder | $27,303 | $11,566+136.1% | $10,005+172.9% | $11,427+138.9% |