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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 | $29,800 | $138,114-78.4% | $125,391-76.2% | $134,545-77.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.94% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $17,873 | $5,246+240.7% | $4,816+271.1% | $4,742+276.9% |
| Participant deferral / active EE | $9,611 | $7,801+23.2% | $7,448+29.0% | $6,401+50.1% |
| Admin fee / account holder | $316 | $11,570-97.3% | $10,009-96.8% | $11,431-97.2% |