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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 | $48,503 | $160,059-69.7% | $140,019-65.4% | $135,382-64.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.19% | 911.44%-920.6pp | 651.15%-660.3pp | 519.77%-529.0pp |
| Employer contribution / active EE | $19,803 | $6,420+208.5% | $5,605+253.3% | $4,779+314.4% |
| Participant deferral / active EE | $13,500 | $7,641+76.7% | $6,927+94.9% | $5,609+140.7% |
| Admin fee / account holder | $1,962 | $13,328-85.3% | $10,705-81.7% | $10,829-81.9% |