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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 | $47,486 | $138,102-65.6% | $125,381-62.1% | $134,532-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $4,811 | $5,245-8.3% | $4,815-0.1% | $4,741+1.5% |
| Participant deferral / active EE | $4,716 | $7,801-39.5% | $7,448-36.7% | $6,401-26.3% |
| Admin fee / account holder | $490 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |